DVAL
BrandywineGLOBAL - Dynamic US Large Cap Value ETF
📎 Investment Objective
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued large-capitalization U.S. companies.
Overview
ETF tracking BrandywineGLOBAL - Dynamic US Large Cap Value ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL) seeks to provide long-term capital appreciation by investing in a portfolio of undervalued large-capitalization U.S. companies.
🎯 Investment Strategy
The fund employs a dynamic value-oriented investment approach, seeking to identify companies that are trading at a discount to their intrinsic value. The portfolio managers use a combination of quantitative and fundamental analysis to construct a diversified portfolio of large-cap U.S. stocks.
✨ Key Features
- Focuses on large-cap U.S. companies with attractive valuations
- Utilizes a dynamic investment approach to identify undervalued stocks
- Diversified portfolio across multiple sectors and industries
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Equity risk: The fund is subject to the risks associated with investing in the stock market
- Sector concentration risk: The fund may have a higher exposure to certain sectors, which could increase volatility
- Liquidity risk: The fund may have difficulty selling certain holdings, which could impact performance
👤 Best For
The BrandywineGLOBAL - Dynamic US Large Cap Value ETF may be suitable for long-term investors seeking exposure to undervalued large-cap U.S. stocks as part of a diversified portfolio. The fund's focus on value investing and low expense ratio may appeal to investors looking for a cost-effective way to gain exposure to the large-cap value segment of the U.S. equity market.