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Morningstar

Avantis US Small Cap Equity ETF AVSC

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVSC

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

People Pillar

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

Avantis US Small Cap Equity ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AVSC

More AVSC Holdings
  • Current Portfolio Date
  • Equity Holdings 1367
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alpha Metallurgical Resources Inc

0.40
1,725,159
Basic Materials

Tidewater Inc

0.39
1,676,216
Energy

Jackson Financial Inc

0.39
1,662,553
Financial Services

Abercrombie & Fitch Co Class A

0.38
1,631,118
Consumer Cyclical

M/I Homes Inc

0.37
1,596,649
Consumer Cyclical

Liberty Energy Inc Class A

0.37
1,559,523
Energy

Arch Resources Inc Class A

0.36
1,539,983
Basic Materials

CSW Industrials Inc

0.35
1,491,378
Industrials

Frontdoor Inc

0.35
1,484,468
Consumer Cyclical

Modine Manufacturing Co

0.34
1,468,317
Consumer Cyclical