DUSA Davis Select U.S. Equity ETF
What is DUSA?
DUSA is an actively-managed portfolio of US large-cap stocks. The fund seeks long-term capital growth and capital preservation.
DUSA Factset Analytics Insight
DUSA ’s active management takes a bottom-up approach to the US large-cap equity market, emphasizing individual security selection and focusing 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. While DUSA is primarily focused on US large-caps, the fund may access the entire market-cap spectrum at the manager’s discretion. Up to 20% of assets may be invested in non-US companies. DUSA launched in January 2017 from issuer Davis, an established asset manager that is new to ETFs.
DUSA Summary Data
DUSA Portfolio Data
DUSA Index Data
DUSA Portfolio Management
DUSA Tax Exposures
DUSA Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DUSA. DUSA is rated a 5 out of 5.
DUSA Sector/Industry Breakdown
DUSA Top 10 Holdings
DUSA Performance Statistics
DUSA Economic Development
DUSA Benchmark Comparison Summary
DUSA Benchmark Comparison Market Cap Size