Morningstar

Brandes U.S. Value ETF BUSA

Morningstar Medalist Rating
Medalist Rating as of | See Brandes Investment Hub

Morningstar’s Analysis BUSA

Will BUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUSA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disciplined value.

Director Jeffrey Schumacher

Jeffrey Schumacher

Director

Summary

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.

by Jeffrey Schumacher
Rated on Published on

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Portfolio Holdings BUSA

More BUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

3.28 5.8 Mil
Energy

Fiserv Inc

3.10 5.5 Mil
Technology

Wells Fargo & Co

2.62 4.6 Mil
Financial Services

Amdocs Ltd

2.57 4.5 Mil
Technology

McKesson Corp

2.55 4.5 Mil
Healthcare

JPMorgan US Treasury Plus MMkt Capital

2.53 4.5 Mil
Cash and Equivalents

Comcast Corp Class A

2.50 4.4 Mil
Communication Services

Bank of America Corp

2.50 4.4 Mil
Financial Services

Willis Towers Watson PLC

2.38 4.2 Mil
Financial Services

Flex Ltd

2.33 4.1 Mil
Technology

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