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Davis Select U.S. Equity ETF(DUSA)

Description: The investment seeks long-term capital growth and capital preservation. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. The fund's portfolio, generally, contains between 15 and 35 companies. It may invest a portion of its assets in financial services companies. The fund may also invest in mid- and small-capitalization companies, which the manager considers to be those companies with less than $10 billion in market capitalization. It may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.


Keywords: Exchange Traded Fund ETF Stock Fund Mutual Fund

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DUSA Technical Analysis

Exchange: BATS

Country: US

Currency: US Dollar ($)

Category: Large Blend

Asset Allocation
Asset Class Long % Short % Net Assets
Stock US 81.66 0.00 81.66
Stock non-US 18.34 0.00 18.34
Sector Weights
Sector Equity % Relative to Category
Financial Services 54.62 14.11
Communication Services 14.89 7.18
Healthcare 11.57 16.05
Consumer Cyclicals 7.73 10.02
Technology 7.14 22.70
Basic Materials 2.07 2.71
Industrials 1.97 10.28
World Regions
Region Equity % Relative to Category
North America 83.72 97.55
Asia Developed 8.50 0.17
Asia Emerging 5.00 0.09
Europe Developed 2.35 1.13
Africa/Middle East 0.43 0.03
Japan 0.00 0.07
Australasia 0.00 0.01
Latin America 0.00 0.07
United Kingdom 0.00 0.88
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