Davis Select Worldwide ETFDWLD
DWLD
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 45 [Q2] → 45 (+0) [Q3]
12% less capital invested
Capital invested by funds: $234M [Q2] → $207M (-$27.4M) [Q3]
16.05% less ownership
Funds ownership: 76.28% [Q2] → 60.23% (-16.05%) [Q3]
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Research analyst outlook
We haven’t received any recent analyst ratings for DWLD.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
DWLD: Momentum On The Surface, A Few Issues Upon Closer Look
DWLD seeks value in developed and emerging market stocks with special attention paid to the U.S. DWLD is having a moment in 2024, beating both IVV and ACWI, thanks to its substantial footprint in Chinese companies. But unfortunately, the long-term picture looks less appealing, with the annualized return below that of ACWI and risk metrics revealing its weaknesses.
Positive
Seeking Alpha
1 month ago
Davis Select Worldwide ETF: Best Of The West And The East
The Davis Select Worldwide ETF (DWLD) offers diversified exposure to financials, consumer discretionary, communications, and healthcare sectors, with a notable 90% price return since inception. Despite a higher expense ratio, DWLD's performance justifies its cost, especially when compared to larger ETFs like iShares MSCI ACWI ETF. Emerging markets are growing faster than developed ones, suggesting a shift in global economic power that DWLD is well-positioned to capture.
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