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Avantis US Equity ETF AVUS

Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVUS

Will AVUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Modest value exposure starts to pay off.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

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.

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Portfolio Holdings AVUS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.18 258.0 Mil
Technology

Microsoft Corp

4.08 251.8 Mil
Technology

Amazon.com Inc

2.29 141.6 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.23 137.9 Mil
Communication Services

NVIDIA Corp

1.93 119.2 Mil
Technology

Alphabet Inc Class A

1.45 89.4 Mil
Communication Services

Alphabet Inc Class C

1.23 76.0 Mil
Communication Services

JPMorgan Chase & Co

1.02 62.8 Mil
Financial Services

Eli Lilly and Co

0.95 58.8 Mil
Healthcare

Exxon Mobil Corp

0.94 57.9 Mil
Energy