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.
Avantis US Large Cap Value ETF AVLV
Morningstar’s Analysis AVLV
Will AVLV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.39 | 137.1 Mil | Technology |
Meta Platforms Inc Class A | 2.66 | 107.5 Mil | Communication Services |
JPMorgan Chase & Co | 2.65 | 107.1 Mil | Financial Services |
Exxon Mobil Corp | 2.34 | 94.9 Mil | Energy |
Costco Wholesale Corp | 2.34 | 94.9 Mil | Consumer Defensive |
Johnson & Johnson | 2.01 | 81.5 Mil | Healthcare |
Walmart Inc | 1.66 | 67.2 Mil | Consumer Defensive |
Amazon.com Inc | 1.65 | 67.0 Mil | Consumer Cyclical |
Caterpillar Inc | 1.55 | 62.8 Mil | Industrials |
Chevron Corp | 1.53 | 62.0 Mil | Energy |