Avantis Moderate Allocation ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Avantis Moderate Allocation ETF AVMA
Morningstar’s Analysis AVMA
Will AVMA 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 AVMA 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 AVMA’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 92.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Avantis US Equity ETF | 28.27 | 20M | — |
Avantis Core Fixed Income ETF | 17.94 | 13M | — |
Avantis US Large Cap Value ETF | 10.13 | 7M | — |
Avantis Short-Term Fixed Income ETF | 8.26 | 6M | — |
Avantis Credit ETF | 8.07 | 6M | — |
Avantis International Equity ETF | 6.61 | 5M | — |
Avantis Emerging Markets Equity ETF | 4.73 | 3M | — |
Avantis International Large Cap Val ETF | 3.53 | 3M | — |
Avantis US Small Cap Equity ETF | 2.40 | 2M | — |
Avantis US Small Cap Value ETF | 2.34 | 2M | — |