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Avantis US Equity ETF AVUS

Morningstar Medalist Rating
Medalist Rating as of | See American Century Investment Hub

Morningstar’s Analysis AVUS

Will AVUS outperform in 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 AVUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AVUS 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 AVUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Modest value exposure has paid off.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis US Equity is a well-diversified strategy with some mild factor tilts that should help it outperform the Russell 1000 Index.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings AVUS

More AVUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.17 269.4 Mil
Technology

Microsoft Corp

4.00 258.6 Mil
Technology

NVIDIA Corp

3.06 198.0 Mil
Technology

Amazon.com Inc

2.59 167.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.11 136.6 Mil
Communication Services

Alphabet Inc Class A

1.68 108.9 Mil
Communication Services

Alphabet Inc Class C

1.43 92.2 Mil
Communication Services

Exxon Mobil Corp

1.20 77.7 Mil
Energy

JPMorgan Chase & Co

1.07 69.1 Mil
Financial Services

Eli Lilly and Co

0.94 61.0 Mil
Healthcare