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 20.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 2.87 | 101.1 Mil | Technology |
Meta Platforms Inc Class A | 2.71 | 95.3 Mil | Communication Services |
JPMorgan Chase & Co | 2.68 | 94.2 Mil | Financial Services |
Exxon Mobil Corp | 2.33 | 82.1 Mil | Energy |
Costco Wholesale Corp | 2.21 | 77.7 Mil | Consumer Defensive |
Johnson & Johnson | 1.80 | 63.4 Mil | Healthcare |
Amazon.com Inc | 1.65 | 58.1 Mil | Consumer Cyclical |
Caterpillar Inc | 1.57 | 55.2 Mil | Industrials |
Chevron Corp | 1.51 | 53.0 Mil | Energy |
Applied Materials Inc | 1.50 | 52.9 Mil | Technology |