Avantis International Small Cap Value ETF AVDV

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Morningstar’s Analysis AVDV

Will AVDV outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A small-cap value strategy that favors profitable stocks.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

Avantis International Small Cap Value emphasizes profitable stocks, which should limit its exposure to value traps and provide an edge over its Morningstar Category peers.

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Portfolio Holdings AVDV

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&S Austria Technologie & Systemtechnik AG

0.76 150M
Technology

Whitbread PLC

0.69 136M
Consumer Cyclical

Clal Insurance Enterprises Holdings Ltd

0.66 130M
Financial Services

Tamarack Valley Energy Ltd

0.62 122M
Energy

Perseus Mining Ltd

0.61 121M
Basic Materials

Lion Finance Group PLC

0.59 116M
Financial Services

B2Gold Corp

0.57 113M
Basic Materials

Johnson Matthey PLC

0.57 112M
Basic Materials

Burberry Group PLC

0.56 111M
Consumer Cyclical

OceanaGold Corp

0.52 102M
Basic Materials

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