DFNL – Fund Analysis – Davis Select Financial ETF | Morningstar

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Will DFNL outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the DFNL 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 DFNL’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid option for financials exposure.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Deep industry experience and a sound approach earn Davis Financial Above Average People and Process ratings.

by Eric Schultz

Rated on Oct 16, 2023 Published on Oct 16, 2023

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