Avantis U.S. Equity is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. The management team's consistency in delivering this fund's intended risk exposures warrants a People Pillar upgrade to Above Average from Average, resulting in a Morningstar Medalist Rating upgrade to Silver from Bronze.
Avantis US Equity ETF AVUS
Morningstar’s Analysis AVUS
Will AVUS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 3.91 | 243.2 Mil | Technology |
Apple Inc | 3.74 | 232.8 Mil | Technology |
Amazon.com Inc | 2.60 | 161.7 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 2.26 | 140.8 Mil | Communication Services |
NVIDIA Corp | 2.22 | 138.1 Mil | Technology |
Alphabet Inc Class A | 1.56 | 96.8 Mil | Communication Services |
Alphabet Inc Class C | 1.32 | 82.2 Mil | Communication Services |
Exxon Mobil Corp | 1.07 | 66.4 Mil | Energy |
JPMorgan Chase & Co | 1.06 | 66.0 Mil | Financial Services |
Eli Lilly and Co | 0.90 | 55.8 Mil | Healthcare |