DUSA

Davis Fundamental ETF Trust

A family of actively managed exchange-traded funds, this trust wraps together several stock funds that pick companies by studying their fundamentals rather than tracking an index. It is run by Davis Advisors, an investment firm rooted in the legacy of Shelby Cullom Davis, who began investing in the 1940s. The famously frugal Davis once told his grandson that a dollar spent on a hot dog was really a thousand-dollar hot dog, thanks to compounding.

Davis Select U.S. Equity ETF is an actively managed, non-diversified ETF that invests at least 80% of net assets in equity securities issued by U.S. companies, typically holding 15-35 large-cap stocks selected for quality and long-term growth potential.

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