4 min readBy Beqa Bumbeishvili ETF Insider
AGG Vs JNK: Capitalization and Strategy
AGG and JNK present investors with distinct approaches to the fixed-income landscape, catering to different risk appetites and income objectives.
The Davis Select U.S. Equity ETF (DUSA) is managed by Davis Selected Advisers, L.P. (Davis Advisors), an investment adviser known for its Davis Investment Discipline. Established to invest primarily in common stocks issued by large companies with market capitalizations of at least $10 billion, DUSA aims to provide exposure to U.S. equities under the management expertise of Davis Advisors. With a non-diversified approach, DUSA focuses on a concentrated portfolio of 15 to 35 companies, emphasizing individual stock selection and long-term value creation through rigorous research and fundamental analysis.
While the Davis Select U.S. Equity ETF (DUSA) primarily focuses on long-term capital appreciation through its actively managed portfolio of large-cap U.S. equities, it still considers dividends as a component of total return. Dividend eligibility within the ETF is influenced by the dividend policies of the underlying companies, which are selected based on Davis Advisors' research-driven investment discipline. Although DUSA's emphasis is on identifying companies with durable franchises and sustainable competitive advantages, it may allocate a portion of its assets to dividend-paying stocks, providing investors with potential income alongside the pursuit of long-term growth.
Tracking the Davis Select U.S. Equity ETF involves actively managed investments based on the Davis Investment Discipline. The ETF primarily invests in common stocks issued by large U.S. companies with market capitalizations of at least $10 billion. Managed by Davis Selected Advisers, the fund maintains a non-diversified portfolio, typically holding between 15 to 35 companies. Additionally, it may allocate up to 20% of its assets in non-U.S. companies, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). With a focus on long-term value creation and rigorous fundamental analysis, DUSA offers exposure to a select group of large-cap companies with growth potential.
The correlation aspect of the Davis Select U.S. Equity ETF (DUSA) is crucial for investors seeking exposure to large-cap U.S. companies selected based on the Davis Investment Discipline. As an actively managed ETF, DUSA's correlation with the broader market may vary depending on the fund's investment decisions and stock selection process. Investors may leverage DUSA's correlation insights to understand its performance relative to the broader U.S. equity market and make informed investment decisions. For deeper analysis of correlations and market trends, ETF Insider offers a comprehensive web app with simple visualization tools, allowing investors to explore correlations and overlaps effectively for a range of US ETFs, including DUSA.
The DUSAFund ETF primarily focuses on the large-cap segment of the market, investing in companies with market capitalizations of at least $10 billion. With its non-diversified approach, DUSAFund tends to concentrate its investments in fewer companies, typically ranging between 15 and 35. While the fund predominantly targets U.S. companies, it also allocates a portion of its assets to non-U.S. firms, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs). Managed using the Davis Investment Discipline, the fund emphasizes fundamental analysis and seeks businesses with proven management, sustainable competitive advantages, and attractive valuations. Through this strategy, DUSAFund aims to capture long-term value creation opportunities while maintaining a balance between risk and reward in its portfolio.
The Davis Select U.S. Equity ETF (DUSA) offers exposure to a concentrated portfolio of large-cap U.S. companies, reflecting the Davis Investment Discipline. With an emphasis on businesses displaying enduring value creation traits such as robust management, sustainable competitive advantages, and durable business models, DUSA provides investors with access to a select group of companies deemed to have long-term potential. DUSA's portfolio typically consists of between 15 and 35 holdings, showcasing a focused approach to investing. Additionally, the fund may allocate up to 20% of its assets to non-U.S. companies, including ADRs and GDRs, broadening its exposure beyond domestic markets.
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4 min readAGG and JNK present investors with distinct approaches to the fixed-income landscape, catering to different risk appetites and income objectives.
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