Brandywineglobal Dynamic Etf Profile

DVAL Etf  USD 13.93  0.04  0.29%   

Performance

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Odds Of Distress

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Low
BrandywineGLOBAL is selling for 13.93 as of the 26th of February 2025. This is a 0.29 percent increase since the beginning of the trading day. The etf's lowest day price was 13.9. BrandywineGLOBAL has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of November 2024 and ending today, the 26th of February 2025. Click here to learn more.
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. Brandywineglobal is traded on NASDAQ Exchange in the United States.. More on BrandywineGLOBAL Dynamic

Moving together with BrandywineGLOBAL Etf

  0.9VTV Vanguard Value IndexPairCorr
  0.75VYM Vanguard High DividendPairCorr
  0.93IWD iShares Russell 1000PairCorr
  0.86DGRO iShares Core DividendPairCorr
  0.95IVE iShares SP 500PairCorr
  0.94DVY iShares Select DividendPairCorr

Moving against BrandywineGLOBAL Etf

  0.66VXX iPath Series B Low VolatilityPairCorr
  0.33BA BoeingPairCorr

BrandywineGLOBAL Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Value, Franklin Templeton Investment (View all Sectors)
IssuerFranklin Templeton Investments
Inception Date2022-10-31
Entity TypeRegulated Investment Company
Asset Under Management114.74 Million
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorFranklin Templeton Services, LLC
AdvisorFranklin Advisers, Inc.
CustodianState Street Bank and Trust Company
DistributorFranklin Distributors, LLC
Portfolio ManagerMichael Fleisher, Henry Otto, Steven Tonkovich
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Sep
ExchangeNASDAQ
Number of Constituents160
Market MakerCitadel
Total Expense0.49
Management Fee0.49
Country NameUSA
Returns Y T D2.69
NameBrandywineGLOBAL - Dynamic US Large Cap Value ETF
Currency CodeUSD
Open FigiBBG01B8C7YW2
In Threey Volatility17.82
1y Volatility15.94
200 Day M A13.7778
50 Day M A13.906
CodeDVAL
Updated At24th of February 2025
Currency NameUS Dollar
In Threey Sharp Ratio0.23
TypeETF
BrandywineGLOBAL Dynamic [DVAL] is traded in USA and was established 2022-10-28. The fund is listed under Large Value category and is part of Franklin Templeton Investment family. The entity is thematically classified as Large Cap ETFs. BrandywineGLOBAL D currently have 180.93 M in assets under management (AUM). , while the total return for the last 3 years was 6.3%.
Check BrandywineGLOBAL Probability Of Bankruptcy

Geographic Allocation (%)

BrandywineGLOBAL D Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in BrandywineGLOBAL. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

BrandywineGLOBAL Against Markets

When determining whether BrandywineGLOBAL D is a strong investment it is important to analyze BrandywineGLOBAL's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact BrandywineGLOBAL's future performance. For an informed investment choice regarding BrandywineGLOBAL Etf, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in BrandywineGLOBAL Dynamic. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
The market value of BrandywineGLOBAL D is measured differently than its book value, which is the value of BrandywineGLOBAL that is recorded on the company's balance sheet. Investors also form their own opinion of BrandywineGLOBAL's value that differs from its market value or its book value, called intrinsic value, which is BrandywineGLOBAL's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BrandywineGLOBAL's market value can be influenced by many factors that don't directly affect BrandywineGLOBAL's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BrandywineGLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if BrandywineGLOBAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BrandywineGLOBAL's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.