Avantis U.S. Large Cap Value pursues stocks trading at lower multiples relative to their profitability. It’s an attractive combination of risk factors that should lead to better risk-adjusted performance than the Russell 1000 Value Index.
Avantis US Large Cap Value ETF AVLV
Morningstar’s Analysis AVLV
Will AVLV 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 22.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.58 | 161.7 Mil | Technology |
Meta Platforms Inc Class A | 3.32 | 149.9 Mil | Communication Services |
JPMorgan Chase & Co | 2.65 | 119.5 Mil | Financial Services |
Costco Wholesale Corp | 2.47 | 111.4 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.36 | 106.6 Mil | Energy |
Amazon.com Inc | 2.18 | 98.4 Mil | Consumer Cyclical |
Caterpillar Inc | 1.67 | 75.5 Mil | Industrials |
Walmart Inc | 1.57 | 71.0 Mil | Consumer Defensive |
Verizon Communications Inc | 1.50 | 67.6 Mil | Communication Services |
Chevron Corp | 1.48 | 66.9 Mil | Energy |