DFNL Davis Select Financial ETF
DFNL Fund Description
DFNL is an actively-managed portfolio of global financial sector stocks. The fund seeks long-term growth of capital.
DFNL Factset Analytics Insight
DFNL holds a concentrated portfolio of financial services companies of all capitalization, from both developed and emerging markets. The fund’s active management takes a bottom-up, research-driven approach to the global financial sector. DFNL emphasizes individual security selection and focuses particularly on the quality of a company’s management, business model and competitive advantages. The fund manager aims to purchase securities at a discount to intrinsic value, ideally holding these positions for at least five years. DFNL’s definition of the financial sector is consistent with the 2016 GICS reclassification, meaning it excludes real estate firms and REITs (but includes mortgage REITs). DFNL launched in January 2017 from issuer Davis, an established asset manager that is new to ETFs.
DFNL Summary Data
DFNL Portfolio Data
DFNL Index Data
DFNL Portfolio Management
DFNL Tax Exposures
DFNL Fund Structure
DFNL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DFNL. DFNL is rated a 4 out of 5.
DFNL Tradability
DFNL Sector/Industry Breakdown
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DFNL Top 10 Holdings[View All]
DFNL Countries
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DFNL Regions
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DFNL Economic Development
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DFNL Performance Statistics
DFNL Benchmark Comparison Summary
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DFNL Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.