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Morningstar

Avantis® Real Estate ETF AVRE

Morningstar Analyst Rating
Quantitative rating as of | See American Century Investment Hub

Morningstar’s Analysis AVRE

Will AVRE 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 AVRE’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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Avantis® Real Estate ETF’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AVRE

More AVRE Holdings
  • Current Portfolio Date Mar 30, 2023
  • Equity Holdings 273
  • Bond Holdings 1
  • Other Holdings 28
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Prologis Inc

7.04
19,630,095
Real Estate

American Tower Corp

6.09
16,978,787
Real Estate

Equinix Inc

3.98
11,090,354
Real Estate

Crown Castle Inc

3.27
9,105,606
Real Estate

Public Storage

3.14
8,755,817
Real Estate

Realty Income Corp

2.74
7,643,617
Real Estate

Simon Property Group Inc

2.28
6,362,389
Real Estate

VICI Properties Inc Ordinary Shares

2.17
6,043,137
Real Estate

SBA Communications Corp

1.85
5,160,461
Real Estate

Welltower Inc

1.83
5,113,792
Real Estate