Avantis U.S. Equity is a well-diversified strategy with some mild factor tilts that should provide a long-term edge. This broad, low-cost fund earns a Morningstar Analyst Rating of Bronze.
Will AVUSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVUSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AVUSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AVUSX’s parent organization’s priorities and whether they’re in line with investors’ interests.