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Avantis® US Large Cap Value ETF AVLV

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.

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. This attractive combination of the value and quality risk factors should lead to better risk-adjusted performance than the Russell 1000 Value Index, earning a Morningstar Analyst Rating of Bronze.

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Portfolio Holdings AVLV

  • Current Portfolio Date
  • Equity Holdings 228
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.66
40,043,683
Communication Services
3.34
36,544,583
Technology
2.69
29,418,044
Financial Services
2.58
28,295,217
Energy
2.46
26,874,456
Healthcare
2.20
24,131,873
Energy
1.89
20,712,422
Healthcare
1.86
20,361,963
Technology
1.61
17,671,861
Industrials
1.55
16,922,029
Communication Services