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.

Its fate often depends on one key area.

Principal Tony Thomas

Tony Thomas

Principal

Summary

Davis Advisors’ global strategy (which includes US mutual fund Davis Global, Davis Select Worldwide ETF, and Australian offering Pan-Tribal Global Equity) is adequately resourced and distinctive, but that has only led to mixed results over time.

by Tony Thomas
Rated on Published on

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Portfolio Holdings DWLD

More DWLD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Full Truck Alliance Co Ltd ADR

6.40 36M
Technology

Trip.com Group Ltd ADR

5.65 31M
Consumer Cyclical

Devon Energy Corp

5.60 31M
Energy

JBS NV Ordinary Shares - Class A

4.87 27M
Consumer Defensive

Viatris Inc

4.58 25M
Healthcare

Capital One Financial Corp

3.89 22M
Financial Services

Julius Baer Gruppe AG

3.67 20M
Financial Services

Amazon.com Inc

3.58 20M
Consumer Cyclical

SAP SE

3.56 20M
Technology

Meta Platforms Inc Class A

3.45 19M
Communication Services

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