Avantis Inflation Focused Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Avantis Inflation Focused Equity ETF AVIE
Morningstar’s Analysis AVIE
Will AVIE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AVIE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of AVIE’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 5.22 | 544,681 | Financial Services |
Exxon Mobil Corp | 4.94 | 515,416 | Energy |
Eli Lilly and Co | 3.57 | 372,464 | Healthcare |
Procter & Gamble Co | 3.55 | 370,674 | Consumer Defensive |
Chevron Corp | 2.91 | 303,809 | Energy |
UnitedHealth Group Inc | 2.79 | 291,405 | Healthcare |
Philip Morris International Inc | 2.31 | 241,311 | Consumer Defensive |
Johnson & Johnson | 2.20 | 229,083 | Healthcare |
Coca-Cola Co | 2.04 | 212,407 | Consumer Defensive |
PepsiCo Inc | 1.91 | 199,294 | Consumer Defensive |
United States