Morningstar

Avantis International Small Cap Val ETF AVDV

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

Morningstar’s Analysis AVDV

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

  • People Pillar

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

A small-cap value strategy that favors profitable stocks.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

Avantis International Small Cap Value Fund goes beyond investing in smaller cheaper stocks. It holds shares in a diverse collection of smaller companies trading at low multiples relative to their profits. Incorporating profitability into the selection process should limit exposure to value traps and improve performance over the long run.

by Daniel Sotiroff
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Portfolio Holdings AVDV

More AVDV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fujikura Ltd

1.49 101.1 Mil
Industrials

Marks & Spencer Group PLC

1.33 90.6 Mil
Consumer Cyclical

Swissquote Group Holding SA

1.04 70.8 Mil
Financial Services

Saipem SpA

0.74 50.0 Mil
Energy

Capital Power Corp

0.69 46.8 Mil
Utilities

Howden Joinery Group PLC

0.67 45.6 Mil
Consumer Cyclical

Iveco Group NV Ordinary Shares

0.63 43.0 Mil
Industrials

Pacific Basin Shipping Ltd

0.62 42.0 Mil
Industrials

TAG Immobilien AG

0.58 39.6 Mil
Real Estate

Drax Group PLC

0.56 38.3 Mil
Utilities

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