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See exactly how DUSA's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for DUSA and 80,000+ other tickers.
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.
Davis Select U.S. Equity ETF retains a Hold rating, as its growth-light factor mix and soft past performance do not support an upgrade. DUSA's portfolio is underweight in growth and GARP factors, while overweight in low volatility and value, limiting its upside potential versus IVV amid de-escalation. Despite the YTD outperformance, DUSA's total return since inception in 2017 is still approximately 60% weaker than IVV's.
Active management is gaining traction as investors navigate a market paradox where high valuations meet geopolitical uncertainty, according to Chris Davis, chairman and portfolio manager at Davis Advisors. Key Takeaways: DUSA crossed $1 billion in assets with a portfolio of 26 stocks trading at 14 times earnings.
In a recent webcast, Dodd Kittsley, director of ETF strategy at Davis Advisors, sat down with Cinthia Murphy, director of research at VettaFi, to unpack how active management is evolving — and where the Davis Select U.S. Equity ETF (DUSA) fits into that shift.
In a market environment defined by extreme index concentration and the transformative ripples of artificial intelligence, investors are increasingly questioning the sustainability of passive strategies.
The Davis Select U.S. Equity ETF (DUSA) officially surpassed $1 billion in assets under management, marking a significant milestone for the active ETF. This achievement comes as the fund celebrates nine years of navigating the U.S. large-cap landscape with a high-conviction, benchmark-agnostic approach.