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 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.

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.

by Andrew Redden
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 51.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Communication Services

Prosus NV Ordinary Shares - Class N

5.15 17.8 Mil
Communication Services

MGM Resorts International

4.78 16.6 Mil
Consumer Cyclical

Trip.com Group Ltd ADR

4.50 15.6 Mil
Consumer Cyclical

Capital One Financial Corp

4.47 15.5 Mil
Financial Services

Julius Baer Gruppe AG

4.09 14.2 Mil
Financial Services

KE Holdings Inc ADR

3.93 13.6 Mil
Real Estate

Berkshire Hathaway Inc Class B

3.74 12.9 Mil
Financial Services

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