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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 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.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis U.S. Large Cap Value pursues stocks trading at lower multiples relative to their profitability. It’s an attractive combination of risk factors that should lead to better risk-adjusted performance than the Russell 1000 Value Index.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings AVLV

More AVLV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

2.80 95.4 Mil
Communication Services

Apple Inc

2.56 87.2 Mil
Technology

JPMorgan Chase & Co

2.55 86.9 Mil
Financial Services

Costco Wholesale Corp

2.09 71.4 Mil
Consumer Defensive

Exxon Mobil Corp

2.06 70.2 Mil
Energy

Amazon.com Inc

1.90 64.9 Mil
Consumer Cyclical

Johnson & Johnson

1.71 58.4 Mil
Healthcare

Caterpillar Inc

1.56 53.4 Mil
Industrials

Chevron Corp

1.47 50.3 Mil
Energy

Walmart Inc

1.45 49.3 Mil
Consumer Defensive