Morningstar

Avantis US Large Cap Value ETF AVLV

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVLV

Will AVLV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVLV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AVLV 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 AVLV’s parent organization’s priorities and whether they’re in line with investors’ interests.

A different approach to value investing.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Avantis US Large Cap Value combines the value and profitability risk factors in an attractive way that should help it outperform most Morningstar Category peers.

by Daniel Sotiroff
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Portfolio Holdings AVLV

More AVLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.46 770M
Technology

Meta Platforms Inc Class A

3.24 720M
Communication Services

Amazon.com Inc

2.99 665M
Consumer Cyclical

Micron Technology Inc

2.82 626M
Technology

Apple Inc

2.74 610M
Technology

JPMorgan Chase & Co

2.59 576M
Financial Services

ExxonMobil Holdings Corp

2.55 568M
Energy

Costco Wholesale Corp

2.44 543M
Consumer Defensive

Eli Lilly and Co

2.41 537M
Healthcare

Union Pacific Corp

1.61 359M
Industrials

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