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 7.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matson Inc

1.02 329M
Industrials

Abercrombie & Fitch Co Class A

0.89 286M
Consumer Cyclical

GATX Corp

0.87 281M
Industrials

SM Energy Co

0.85 274M
Energy

Lyft Inc Class A

0.77 249M
Technology

Macy's Inc

0.77 249M
Consumer Cyclical

Murphy Oil Corp

0.75 241M
Energy

International Seaways Inc

0.71 229M
Energy

SkyWest Inc

0.70 226M
Industrials

Lear Corp

0.70 226M
Consumer Cyclical

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