Morningstar

Avantis US Small Cap Equity ETF AVSC

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

Morningstar’s Analysis AVSC

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

  • People Pillar

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

Avantis US Small Cap Equity ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AVSC

More AVSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

0.40 5.3 Mil
Cash and Equivalents

Patrick Industries Inc

0.39 5.2 Mil
Consumer Cyclical

Atmus Filtration Technologies Inc

0.38 5.0 Mil
Industrials

Primoris Services Corp

0.38 5.0 Mil
Industrials

Coeur Mining Inc

0.36 4.8 Mil
Basic Materials

NMI Holdings Inc

0.36 4.8 Mil
Financial Services

Trinity Industries Inc

0.36 4.7 Mil
Industrials

Adtalem Global Education Inc

0.35 4.6 Mil
Consumer Defensive

WaFd Inc

0.35 4.6 Mil
Financial Services

BankUnited Inc

0.35 4.6 Mil
Financial Services

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