Avantis U.S. Equity is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. The management team's consistency in delivering this fund's intended risk exposures warrants a People Pillar upgrade to Above Average from Average, resulting in a Morningstar Medalist Rating upgrade to Silver from Bronze.
Avantis US Equity ETF AVUS
Morningstar’s Analysis AVUS
Will AVUS 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 21.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 4.07 | 264.1 Mil | Technology |
Microsoft Corp | 3.86 | 250.1 Mil | Technology |
Amazon.com Inc | 2.63 | 170.7 Mil | Consumer Cyclical |
NVIDIA Corp | 2.41 | 156.5 Mil | Technology |
Meta Platforms Inc Class A | 2.09 | 135.3 Mil | Communication Services |
Alphabet Inc Class A | 1.62 | 105.0 Mil | Communication Services |
Alphabet Inc Class C | 1.37 | 89.1 Mil | Communication Services |
Exxon Mobil Corp | 1.24 | 80.3 Mil | Energy |
JPMorgan Chase & Co | 1.08 | 70.1 Mil | Financial Services |
Eli Lilly and Co | 0.88 | 57.3 Mil | Healthcare |