DUSADavis Select U.S. Equity ETF
DUSA Fund Description
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 MSCI ESG Analytics Insight
Davis Select U.S. Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.46 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Davis Select U.S. Equity ETF ranks in the 16th percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DUSA MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DUSA Summary Data
DUSA Portfolio Data
DUSA Index Data
DUSA Portfolio Management
DUSA Tax Exposures
DUSA Fund Structure
DUSA 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[View All]
DUSA Economic Development
DUSA Performance Statistics
DUSA MSCI ESG Ratings
DUSA Benchmark Comparison Summary
DUSA Benchmark Comparison Market Cap Size