Morningstar

Alpha Architect International Quantitative Value ETF IVAL

Morningstar Medalist Rating
Medalist Rating as of | See Alpha Architect Investment Hub

Morningstar’s Analysis IVAL

Will IVAL 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 IVAL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Alpha Architect Intl Quant Val 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.

by Morningstar Automated Analysis
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Portfolio Holdings IVAL

More IVAL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CyberAgent Inc

2.27 5M
Communication Services

Repsol SA

2.18 5M
Energy

Equinor ASA

2.17 5M
Energy

Central Japan Railway Co

2.15 5M
Industrials

OMV AG

2.14 5M
Energy

Toyo Suisan Kaisha Ltd

2.14 5M
Consumer Defensive

Otsuka Corp

2.11 4M
Technology

Isuzu Motors Ltd

2.11 4M
Consumer Cyclical

Galp Energia SGPS SA

2.10 4M
Energy

Var Energi ASA

2.09 4M
Energy

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