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.
Morningstar’s Analysis AVRE
Will AVRE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
- 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
American Tower Corp
Crown Castle Inc
Realty Income Corp
Simon Property Group Inc
VICI Properties Inc Ordinary Shares
SBA Communications Corp