Avantis Short-Term Fixed Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Avantis Short-Term Fixed Income ETF AVSF
Morningstar’s Analysis AVSF
Will AVSF 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 AVSF 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 AVSF’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 9.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
United States Treasury Notes 4.125% | 1.59 | 11M | Government |
United States Treasury Notes 3.5% | 1.03 | 7M | Government |
United States Treasury Notes 2.375% | 1.01 | 7M | Government |
United States Treasury Notes 1.625% | 0.99 | 7M | Government |
United States Treasury Notes 2.75% | 0.99 | 7M | Government |
United States Treasury Notes 1.375% | 0.98 | 6M | Government |
United States Treasury Notes 1% | 0.95 | 6M | Government |
United States Treasury Notes 0.625% | 0.89 | 6M | Government |
United States Treasury Notes 4.375% | 0.87 | 6M | Government |
United States Treasury Notes 4.125% | 0.86 | 6M | Government |
United States