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 22.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 3.43 | 130.8 Mil | Technology |
Meta Platforms Inc Class A | 2.98 | 113.7 Mil | Communication Services |
JPMorgan Chase & Co | 2.64 | 101.0 Mil | Financial Services |
Costco Wholesale Corp | 2.45 | 93.6 Mil | Consumer Defensive |
Exxon Mobil Corp | 2.27 | 86.8 Mil | Energy |
Amazon.com Inc | 1.88 | 71.9 Mil | Consumer Cyclical |
Johnson & Johnson | 1.80 | 68.9 Mil | Healthcare |
Applied Materials Inc | 1.65 | 63.1 Mil | Technology |
Walmart Inc | 1.61 | 61.5 Mil | Consumer Defensive |
Alphabet Inc Class A | 1.54 | 58.8 Mil | Communication Services |