Morningstar

Avantis CIBC Global Small Cap Value ETF CASV

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
Rated on Published on

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Portfolio Holdings CASV

More CASV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SM Energy Co

0.59 878,408
Energy

Macy's Inc

0.49 730,999
Consumer Cyclical

Lear Corp

0.47 700,117
Consumer Cyclical

International Seaways Inc

0.46 695,638
Energy

Paycom Software Inc

0.46 693,527
Technology

Chord Energy Corp Ordinary Shares - New

0.46 693,373
Energy

Abercrombie & Fitch Co Class A

0.45 672,236
Consumer Cyclical

Crocs Inc

0.42 634,576
Consumer Cyclical

Kirby Corp

0.42 623,500
Industrials

Marex Group Ltd

0.41 615,132
Financial Services

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