DUHP - DUHP: Robust Quality Yet Growth Exposure And Returns Could Be Better
2024-03-08 03:16:53 ET
Summary
- In pursuit of capital appreciation, actively managed DUHP favors large-size, solidly profitable U.S. companies.
- Since my April 2023 note, DUHP has delivered an impressive return, which I believe was predominantly driven by the IT sector and the growth factor.
- DUHP has a lot to offer regarding profitability but not much growth, and its performance is lagging a bit compared to JQUA and QUAL.
Dimensional US High Profitability ETF ( DUHP ) is a solid, actively managed quality-centered exchange-traded fund that I previously covered in April 2023 with a Hold rating, mostly owing to its valuation issues. Today's note is supposed to offer an overview of the key additions and deletions, a brief performance attribution section, and an analysis of the current factor mix. All these are necessary to check whether the Hold rating is still valid....
DUHP: Robust Quality, Yet Growth Exposure And Returns Could Be Better