Morningstar

Davis Select Financial ETF DFNL

Morningstar Medalist Rating
Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis DFNL

Will DFNL outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFNL’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFNL management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFNL’s parent organization’s priorities and whether they’re in line with investors’ interests.

This strategy has what it takes.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Despite a recent analyst departure, deep industry experience and an independently minded approach continue to earn Davis Financial Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

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Portfolio Holdings DFNL

More DFNL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capital One Financial Corp

10.48 45M
Financial Services

U.S. Bancorp

6.43 28M
Financial Services

Fifth Third Bancorp

5.75 25M
Financial Services

Markel Group Inc

5.64 24M
Financial Services

Berkshire Hathaway Inc Class B

5.50 24M
Financial Services

Wells Fargo & Co

4.89 21M
Financial Services

Julius Baer Gruppe AG

4.60 20M
Financial Services

JPMorgan Chase & Co

4.56 20M
Financial Services

Chubb Ltd

4.44 19M
Financial Services

PNC Financial Services Group Inc

4.43 19M
Financial Services

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