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.
Davis Select Worldwide ETF DWLD
Morningstar’s Analysis DWLD
Will DWLD outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Samsung Electronics Co Ltd | 6.26 | 36M | Technology |
Full Truck Alliance Co Ltd ADR | 6.00 | 34M | Technology |
Devon Energy Corp | 4.89 | 28M | Energy |
Trip.com Group Ltd ADR | 4.88 | 28M | Consumer Cyclical |
Viatris Inc | 4.23 | 24M | Healthcare |
AppLovin Corp Ordinary Shares - Class A | 4.12 | 24M | Communication Services |
Ping An Insurance (Group) Co. of China Ltd Class H | 4.06 | 23M | Financial Services |
MGM Resorts International | 3.90 | 22M | Consumer Cyclical |
JBS NV Ordinary Shares - Class A | 3.64 | 21M | Consumer Defensive |
Julius Baer Gruppe AG | 3.54 | 20M | Financial Services |
United States