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BrandywineGLOBAL - Dynamic US Large Cap Value ETF (DVAL)DVAL
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Upturn Advisory Summary
08/22/2024: DVAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 12.02% | Upturn Advisory Performance  3 | Avg. Invested days: 48 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 08/22/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 12.02% | Avg. Invested days: 48 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 08/22/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 122193 | Beta 0.82 |
52 Weeks Range 11.00 - 13.96 | Updated Date 09/18/2024 |
52 Weeks Range 11.00 - 13.96 | Updated Date 09/18/2024 |
AI Summarization
ETF BrandywineGLOBAL - Dynamic US Large Cap Value ETF Summary
Profile:
This actively managed ETF seeks long-term capital appreciation by investing primarily in large-cap value stocks of US companies. The ETF employs a dynamic approach, aiming to capture market movements while mitigating downside risk. It invests in undervalued companies with strong fundamentals and growth potential.
Objective:
The primary investment goal of this ETF is to outperform the S&P 500 Index by investing in a diversified portfolio of large-cap value stocks.
Issuer:
This ETF is issued by Brandywine Global Investment Management, LLC.
Reputation and Reliability:
Brandywine Global has a strong reputation in the market, with over 30 years of experience in managing investment portfolios. The firm is known for its research-driven approach and commitment to client service.
Management:
The ETF is managed by a team of experienced portfolio managers with expertise in value investing. The team includes Martin S. Fridson, the founder of Brandywine Global and a well-respected figure in the value investing community.
Market Share:
This ETF has a relatively small market share within the US large-cap value ETF category.
Total Net Assets:
As of October 26, 2023, the ETF has total net assets of approximately $637 million.
Moat:
The ETF's competitive advantages include its experienced management team, its dynamic investment approach, and its focus on undervalued companies.
Financial Performance:
The ETF has outperformed its benchmark index, the S&P 500 Index, over the past 3 and 5 years. (Please note that past performance is not indicative of future results.)
Growth Trajectory:
The ETF has experienced steady growth in its net assets over the past few years.
Liquidity:
The ETF has an average daily trading volume of approximately 50,000 shares.
Bid-Ask Spread:
The ETF has a bid-ask spread of around 0.05%.
Market Dynamics:
The ETF's market environment is affected by factors such as economic conditions, interest rates, and investor sentiment.
Competitors:
Key competitors include the iShares S&P 500 Value ETF (IVE) and the Vanguard Value ETF (VTV).
Expense Ratio:
The ETF has an expense ratio of 0.60%.
Investment Approach and Strategy:
The ETF invests in a diversified portfolio of large-cap value stocks selected through a fundamental analysis process. The portfolio is actively managed, and the holdings are adjusted based on market conditions.
Key Points:
- Actively managed ETF seeking long-term capital appreciation.
- Invests in undervalued large-cap value stocks.
- Experienced management team with a strong track record.
- Outperformed its benchmark index over the past 3 and 5 years.
Risks:
- Volatility: The ETF's value may fluctuate in response to market movements.
- Market Risk: The ETF is subject to risks associated with the stock market, such as economic downturns and interest rate changes.
- Management Risk: The ETF's performance depends on the decisions of the management team.
Who Should Consider Investing:
This ETF is suitable for investors seeking long-term capital appreciation through exposure to large-cap value stocks. It may be particularly suitable for investors with a moderate risk tolerance and a belief in the value investing approach.
Fundamental Rating Based on AI:
Based on an analysis of various factors, including financial health, market position, and future prospects, the AI-based rating system assigns BrandywineGLOBAL - Dynamic US Large Cap Value ETF a score of 8 out of 10. The strong fundamentals of the ETF, the experienced management team, and the potential for future growth support this rating. However, investors should consider their own individual investment goals and risk tolerance before making any investment decisions.
Resources:
Disclaimer:
This information is provided for educational purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BrandywineGLOBAL - Dynamic US Large Cap Value ETF
The fund will only invest in U.S. traded companies, which may include companies incorporated outside the U.S. which conduct a significant portion of their activities in the U.S. and are considered U.S. companies in the Russell U.S. indices. In addition, under normal market conditions, the fund invests at least 80% of its net assets in equity securities of large capitalization companies or other instruments with similar economic characteristics. The fund may have significant positions in particular sectors from time to time.
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