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Davis Select Worldwide ETF DWLD

Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis DWLD

Will DWLD outperform in future?

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

Mistakes keep piling up.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Decreased confidence in this team’s ability to execute its gutsy, high-conviction approach warrants a downgrade of Davis Global’s People Pillar rating to Average from Above Average, making it and the related PAN-Tribal Global Equity Fund (Australia) and Davis Select Worldwide ETF decent but not compelling offerings.

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Portfolio Holdings DWLD

  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 52.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.64
19,419,042
Communication Services
7.20
18,288,599
Financial Services
5.64
14,338,500
Industrials
5.16
13,121,984
Financial Services
4.68
11,887,447
Financial Services
4.63
11,755,632
Financial Services
4.56
11,591,876
Technology
4.46
11,340,865
Consumer Cyclical
4.42
11,223,637
Financial Services