Avantis U.S. Small Cap Value ETF AVUV shrewdly taps into value and profitability, a time-tested tandem of factors that complement one another well and should provide an edge. The management team consistently executes the strategy in a cost-efficient manner, warranting a People Pillar upgrade to Above Average from Average.
Avantis US Small Cap Value ETF AVUV
Morningstar’s Analysis AVUV
Will AVUV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 8.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Abercrombie & Fitch Co Class A | 1.01 | 114.5 Mil | Consumer Cyclical |
Jackson Financial Inc | 0.98 | 110.8 Mil | Financial Services |
KB Home | 0.93 | 105.3 Mil | Consumer Cyclical |
Boise Cascade Co | 0.91 | 103.2 Mil | Basic Materials |
Air Lease Corp Class A | 0.88 | 100.3 Mil | Industrials |
SM Energy Co | 0.86 | 98.1 Mil | Energy |
GATX Corp | 0.86 | 97.1 Mil | Industrials |
Matson Inc | 0.85 | 97.1 Mil | Industrials |
Mueller Industries Inc | 0.83 | 94.0 Mil | Industrials |
Encore Wire Corp | 0.82 | 93.1 Mil | Industrials |