A group of experienced and highly committed value investors who execute a rigorous, patient, and contrarian bottom-up process gives Brandes US Value an edge. It retains a People Pillar rating of High and a Process Pillar rating of Above Average.
Brandes U.S. Value ETF BUSA
Morningstar’s Analysis BUSA
Will BUSA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Chevron Corp | 3.08 | 5.4 Mil | Energy |
Fiserv Inc | 3.01 | 5.3 Mil | Technology |
Wells Fargo & Co | 2.67 | 4.7 Mil | Financial Services |
JPMorgan US Treasury Plus MMkt Capital | 2.60 | 4.5 Mil | Cash and Equivalents |
Amdocs Ltd | 2.55 | 4.5 Mil | Technology |
Bank of America Corp | 2.51 | 4.4 Mil | Financial Services |
Comcast Corp Class A | 2.48 | 4.4 Mil | Communication Services |
Flex Ltd | 2.42 | 4.2 Mil | Technology |
PNC Financial Services Group Inc | 2.37 | 4.2 Mil | Financial Services |
Willis Towers Watson PLC | 2.35 | 4.1 Mil | Financial Services |