Morningstar

Avantis Global Small Cap Value UCITS ETF USD Acc AVWS

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

Morningstar’s Analysis AVWS

Will AVWS outperform in the 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 AVWS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A broad core holding with a value orientation.

Director Monika Calay

Monika Calay

Director

Summary

Avantis Global Small Cap Value ETF’s broad diversification, disciplined factor tilts, and competitive fee position it to deliver a long-term edge over the global small/mid-cap equity Morningstar Category.

by Monika Calay
Rated on Published on

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Portfolio Holdings AVWS

More AVWS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chord Energy Corp Ordinary Shares - New

0.63 11M
Energy

Abercrombie & Fitch Co Class A

0.62 11M
Consumer Cyclical

Lyft Inc Class A

0.62 11M
Technology

Macy's Inc

0.62 11M
Consumer Cyclical

Lear Corp

0.61 11M
Consumer Cyclical

Matson Inc

0.61 11M
Industrials

Crocs Inc

0.56 10M
Consumer Cyclical

SM Energy Co

0.55 10M
Energy

Matador Resources Co

0.55 10M
Energy

Weatherford International PLC Ordinary Shares - New

0.51 9M
Energy

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