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 | 1.12 | 125.6 Mil | Consumer Cyclical |
Matson Inc | 0.94 | 105.0 Mil | Industrials |
Jackson Financial Inc | 0.91 | 101.8 Mil | Financial Services |
KB Home | 0.90 | 100.4 Mil | Consumer Cyclical |
Air Lease Corp Class A | 0.89 | 99.6 Mil | Industrials |
Encore Wire Corp | 0.87 | 96.8 Mil | Industrials |
GATX Corp | 0.86 | 96.5 Mil | Industrials |
Ryder System Inc | 0.81 | 90.8 Mil | Industrials |
MDU Resources Group Inc | 0.80 | 89.7 Mil | Industrials |
Mueller Industries Inc | 0.79 | 88.7 Mil | Industrials |