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 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Abercrombie & Fitch Co Class A

0.72 14M
Consumer Cyclical

Crocs Inc

0.70 13M
Consumer Cyclical

Macy's Inc

0.65 12M
Consumer Cyclical

Chord Energy Corp Ordinary Shares - New

0.65 12M
Energy

Lyft Inc Class A

0.61 12M
Technology

Lear Corp

0.59 11M
Consumer Cyclical

Matador Resources Co

0.58 11M
Energy

Weatherford International PLC Ordinary Shares - New

0.58 11M
Energy

Matson Inc

0.57 11M
Industrials

SM Energy Co

0.56 11M
Energy

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