Morningstar

Avantis Real Estate ETF AVRE

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

Morningstar’s Analysis AVRE

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Avantis Real Estate ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AVRE

More AVRE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

8.00 70M
Real Estate

Prologis Inc

6.18 54M
Real Estate

Equinix Inc

5.28 46M
Real Estate

American Tower Corp

4.51 40M
Real Estate

Simon Property Group Inc

3.68 32M
Real Estate

Digital Realty Trust Inc

3.46 30M
Real Estate

Public Storage

3.05 27M
Real Estate

Realty Income Corp

2.54 22M
Real Estate

Vivmark Residential

2.52 22M
Real Estate

Ventas Inc

2.47 22M
Real Estate

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