2024-02-12 19:33:08 ET
Summary
- AVLV is an actively managed large-cap value fund with a 0.15% expense ratio. The ETF is relatively new but is run by a team with several decades of industry experience.
- Between 2022 and 2023, AVLV ranked #11/80 in the large-cap value category. My fundamental analysis reveals a portfolio that ranks at least average on most metrics, including valuation, growth, and quality.
- This all-weather approach combined with the high level of diversification means AVLV should avoid bottom-quartile performance. I prefer it to VTV, a passive fund I've previously recommended.
- This article also compares AVLV with PVAL and DSTL, two other top-performing actively managed funds worth considering.
Investment Thesis
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For further details see:
AVLV: An Affordable All-Weather Large-Cap Value ETF (Rating Upgrade)