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Avantis CIBC Global Small Cap Value ETF CASV ETF Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See CIBC Investment Hub

Morningstar’s Analysis CASV

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

  • People Pillar

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

Director Monika Calay

Monika Calay

Director

Summary

A broad core holding with a value orientation. 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
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