DWLD : Davis Select Worldwide ETF

DWLD is a Allocation Market Total World with LOW fees.

DWLD

Davis Select Worldwide ETF

FI Score

57 /100

Diversification Rating

0 /10

Expense Ratio Rating

9 /10

Expense Rating

4 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

57% FI Score
  • dwld
  • ETF
  • Allocation
  • Total World

Davis Select Worldwide ETF

Expenses: 0.63% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund's investment adviser, uses the Davis Investment Discipline to invest the fund's portfolio principally in common stocks issued by both United States and foreign companies, including countries with developed or emerging markets. It will invest significantly in issuers (i) organized or located outside of the U.S.; (ii) whose primary trading market is located outside the U.S.; or (iii) doing a substantial amount of business outside the U.S., which the adviser considers to be a company that derives at least 50% of its revenue from business outside the U.S. or has at least 50% of its assets outside the U.S.

Largest Holdings

Amount Holding
7.44% New Oriental Education & Technology Group Inc
7.31% Alphabet Inc
5.67% Alibaba Group Holding Limited
5.50% JD.com, Inc
5.36% Capital One Financial Corporation
5.27% Amazon.com, Inc
4.93% Applied Materials, Inc
4.88% Facebook, Inc
4.70% Berkshire Hathaway Inc Class B
4.49% Naspers Limited

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