Morningstar

Davis Select Worldwide ETF DWLD

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

Morningstar’s Analysis DWLD

Will DWLD 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 DWLD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Understand its risks.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Davis Advisors’ global strategy (which includes US mutual fund Davis Global, Davis Select Worldwide ETF, and Australian offering Pan-Tribal Global Equity) is decent, but it comes with plenty of risk. Although the strategy retains its Average People and Process Pillar ratings, changes to how Morningstar assesses excess return opportunity have changed some Morningstar Medalist Ratings.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DWLD

More DWLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Full Truck Alliance Co Ltd ADR

6.36 35M
Technology

Trip.com Group Ltd ADR

5.65 31M
Consumer Cyclical

Devon Energy Corp

5.09 28M
Energy

Viatris Inc

4.91 27M
Healthcare

JBS NV Ordinary Shares - Class A

4.50 25M
Consumer Defensive

Sea Ltd ADR

4.32 24M
Consumer Cyclical

Meta Platforms Inc Class A

4.08 22M
Communication Services

Julius Baer Gruppe AG

3.95 22M
Financial Services

Capital One Financial Corp

3.73 21M
Financial Services

Amazon.com Inc

3.56 20M
Consumer Cyclical

Sponsor Center