Morningstar

Avantis US Small Cap Value ETF AVUV

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVUV

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

  • People Pillar

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

Sound all around.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Avantis US Small Cap Value Fund holds a diverse collection of smaller companies trading at low valuations relative to their profits. Emphasizing profitability should limit its exposure to value traps and improve performance over the long run.

by Daniel Sotiroff
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Portfolio Holdings AVUV

More AVUV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matson Inc

1.07 325M
Industrials

GATX Corp

0.90 272M
Industrials

Lantheus Holdings Inc

0.85 258M
Healthcare

Abercrombie & Fitch Co Class A

0.80 244M
Consumer Cyclical

SM Energy Co

0.79 239M
Energy

Macy's Inc

0.78 235M
Consumer Cyclical

Viasat Inc

0.76 232M
Technology

SkyWest Inc

0.75 227M
Industrials

International Seaways Inc

0.73 222M
Energy

Lear Corp

0.72 219M
Consumer Cyclical

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