Davis Global’s aggressive strategy often lurches from the world large-stock Morningstar Category’s top to bottom, but its manager’s bold stock-picking warrants a Morningstar Analyst Rating of Bronze for its cheaper shares and Davis Select Worldwide ETF, while its pricier C shares stay Neutral.
Morningstar’s Analysis DWLD
Will DWLD outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWLD’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DWLD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DWLD’s parent organization’s priorities and whether they’re in line with investors’ interests.