DUSA
Davis Select U.S. Equity ETFDUSA 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 manager 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 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’s fee is an order of magnitude higher than some index-based funds in the highly competitive US large-cap space, but the fund is on the cheaper side compared to its actively managed peers. DUSA launched in January 2017 from issuer Davis, an established asset manager which 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 4.82 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 36th percentile within its peer group and in the 21st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DUSA CHARTS AND PERFORMANCE
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DUSA Portfolio 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 Tradability
DUSA Sector/Industry Breakdown
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DUSA TOP 10 HOLDINGS[View All]
DUSA Countries
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DUSA Regions
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DUSA Economic Development
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DUSA Performance Statistics
DUSA MSCI ESG Ratings
DUSA BENCHMARK COMPARISON SUMMARY
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DUSA 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.