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Morningstar

Brandes U.S. Value ETF BUSA

Morningstar Medalist Rating
Medalist Rating as of | See Brandes Investment Hub

Morningstar’s Analysis BUSA

Will BUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUSA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Brandes U.S. Value ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUSA

More BUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

3.77 4.7 Mil
Energy

Wells Fargo & Co

3.29 4.1 Mil
Financial Services

Bank of America Corp

2.95 3.7 Mil
Financial Services

Merck & Co Inc

2.80 3.5 Mil
Healthcare

Halliburton Co

2.78 3.5 Mil
Energy

Fiserv Inc

2.74 3.4 Mil
Technology

Alphabet Inc Class C

2.74 3.4 Mil
Communication Services

McKesson Corp

2.63 3.3 Mil
Healthcare

Comcast Corp Class A

2.50 3.1 Mil
Communication Services

JPMorgan Chase & Co

2.44 3.0 Mil
Financial Services