ETF Selected - Davis Select US Equity

Company & ETF Information



ETF Key Data

Company NameDavis ETFs
ETF NameDavis Select US Equity
CountryUSA
Asset ClassEquity
Market SegmentDeveloped
CurrencyUSD
ISINUS23908L2079
ETF Category - SpecificLarge Value
Underlying Index Name
Morningstar Ratio
Morningstar Sustainability Ratio
Inception Date01/10/2017
Total Expense Ratio0.61%

ETF Description

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.