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Alpha Architect Intl Quant Val ETF IVAL

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

Morningstar’s Analysis IVAL

Will IVAL outperform in 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.

Weakness in Alpha Architect Intl Quant Val ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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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

AGL Energy Ltd

2.31 3.5 Mil
Utilities

Hafnia Ltd Ordinary Shares

2.19 3.3 Mil
Industrials

Imperial Brands PLC

2.17 3.3 Mil
Consumer Defensive

BP PLC

2.14 3.2 Mil
Energy

Suzuki Motor Corp

2.13 3.2 Mil
Consumer Cyclical

Japan Tobacco Inc

2.11 3.2 Mil
Consumer Defensive

Inpex Corp

2.09 3.2 Mil
Energy

Yamaha Motor Co Ltd

2.09 3.2 Mil
Consumer Cyclical

Michelin

2.08 3.2 Mil
Consumer Cyclical

Compagnie de Saint-Gobain SA

2.05 3.1 Mil
Industrials