Loading…
Loading…
I maintain the Hold rating on the Dana Unconstrained Equity ETF despite its recent outperformance versus the S&P 500. DUNK's factor mix does not offer clear advantages over that of QQQM regarding earnings resilience, GARP profile, and quality. DUNK has underperformed QQQM, FDTX, and FWD since inception in September 2025. Over October 2025–September 2026, it captured almost 223% of IVV's downside.
Dana Unconstrained Equity ETF is an actively managed ETF with a high-conviction strategy centered on disruptive technologies. With 21 equities in the portfolio, DUNK has a solid mix of growth and quality characteristics, including a 25.4% weighted average forward revenue growth rate and 16% ROTC. Even though DUNK has been on a tear recently, it has underperformed IVV and QQQM, as well as FDTX and FWD, since September 2025.
WAUKESHA, Wis., Sept. 17, 2025 (GLOBE NEWSWIRE) -- Dana Investment Advisors, Inc., a boutique asset management firm with over four decades of experience guiding investors through evolving market environments, today announced the launch of two new actively managed exchange-traded funds (ETFs) in partnership with Tidal Financial Group.
SEC filings for DUNK aren't indexed yet (common for recently launched funds). Browse the issuer's filings on SEC EDGAR directly.