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 the 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.

Value is what you get.

Director Jeffrey Schumacher

Jeffrey Schumacher

Director

Summary

A group of experienced and highly committed value investors who execute a rigorous, patient, and contrarian bottom-up process gives Brandes US Value an edge. It retains a People Pillar rating of High and a Process Pillar rating of Above Average.

by Jeffrey Schumacher
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 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Becton Dickinson & Co

3.02 9M
Healthcare

Merck & Co Inc

2.92 9M
Healthcare

The Cigna Group

2.61 8M
Healthcare

Textron Inc

2.50 8M
Industrials

Bank of America Corp

2.48 8M
Financial Services

SS&C Technologies Holdings Inc

2.32 7M
Technology

Pfizer Inc

2.29 7M
Healthcare

Chevron Corp

2.15 7M
Energy

Alphabet Inc Class C

2.13 7M
Communication Services

Intercontinental Exchange Inc

2.12 7M
Financial Services

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