DWLDDavis Select Worldwide ETF
DWLD Fund Description
DWLD is an actively-managed portfolio of global equities. The fund seeks long-term capital growth.
DWLD Factset Analytics Insight
DWLD curates a concentrated portfolio of global stocks of all capitalization, from both developed and emerging markets. The fund’s active management takes a bottom-up approach to the global 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. Generally, DWLD will include equity securities from at least three countries and will invest at least 30% of the portfolio outside the US. DWLD launched in January 2017 from issuer Davis, an established asset manager that is new to ETFs.
DWLD MSCI ESG Analytics Insight
Davis Select Worldwide ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.41 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 Worldwide ETF ranks in the 15th percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
DWLD 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.
DWLD Summary Data
DWLD Portfolio Data
DWLD Index Data
DWLD Portfolio Management
DWLD Tax Exposures
DWLD Fund Structure
DWLD Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DWLD. DWLD is rated a 5 out of 5.
DWLD Sector/Industry Breakdown
DWLD Top 10 Holdings[View All]
DWLD Economic Development
DWLD Performance Statistics
DWLD MSCI ESG Ratings
DWLD Benchmark Comparison Summary
DWLD Benchmark Comparison Market Cap Size