DWLD

Davis Select Worldwide ETF

$45.07

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Davis Select Worldwide ETF seeks to achieve long-term capital growth by investing in a diversified portfolio of companies from around the world.

Overview

ETF tracking Davis Select Worldwide ETF

Category International

Issuer Other

Inception Date 2021-03-23

Market Cap $468.7M

Average Volume N/A

Dividend Yield 1.17%

52-Week Range $33.22 - $46.04

VWAP $45.12

Performance

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Investment Summary

📎 Investment Objective

The Davis Select Worldwide ETF seeks to achieve long-term capital growth by investing in a diversified portfolio of companies from around the world.

🎯 Investment Strategy

The fund invests primarily in common stocks of companies from developed and emerging markets, with a focus on companies that the portfolio managers believe are undervalued and have the potential for long-term growth.

✨ Key Features

Diversified global equity exposure across developed and emerging markets
Bottom-up, fundamental research-driven investment approach
Actively managed portfolio seeking to identify undervalued companies with long-term growth potential
No investment minimum and daily liquidity

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Foreign investment risk: Investments in non-U.S. securities may be subject to additional risks, such as currency fluctuations, political instability, and economic conditions
Emerging markets risk: Investments in emerging markets may be subject to greater volatility and liquidity risks
Active management risk: The fund's performance may deviate from the benchmark due to the portfolio manager's investment decisions

👤 Best For

The Davis Select Worldwide ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of global equities, with a focus on undervalued companies with growth potential. Investors should have a moderate to high risk tolerance and a long-term investment horizon.