(BUSA) 2023 EFT Series Trust - - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • • Large Value
BUSA: Equity, Securities, Stocks, U.S. Companies
The Brandes U.S. Value ETF (BUSA) is an actively managed exchange-traded fund designed to capture value opportunities in the U.S. equity market. The fund primarily invests in undervalued equity securities of U.S. companies, focusing on large-cap firms with strong fundamentals. Under normal market conditions, it allocates at least 80% of its net assets to U.S. companies, ensuring a high concentration of domestic exposure. The fund employs a disciplined, bottom-up approach to identify companies with sustainable competitive advantages and attractive valuations.
As of the latest data, the fund has an average daily trading volume of 66,153 shares, with a last price of $33.55. Its short-term technical trends indicate a bullish bias, with the 20-day SMA ($33.23) and 50-day SMA ($32.67) both below the current price. The 200-day SMA ($31.46) further supports the upward trajectory, suggesting long-term strength. The ATR of 0.31 reflects moderate volatility. With an AUM of $216.28 million, the fund maintains a stable asset base, indicating investor confidence in its strategy.
Additional Sources for BUSA ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
BUSA ETF Overview
Market Cap in USD | 221m |
Category | Large Value |
TER | 0.60% |
IPO / Inception | 2023-10-03 |
BUSA ETF Ratings
Growth 5y | 55.6% |
Fundamental | - |
Dividend | 45.2% |
Rel. Strength Industry | 0.77 |
Analysts | - |
Fair Price Momentum | 31.26 USD |
Fair Price DCF | - |
BUSA Dividends
Dividend Yield 12m | 1.35% |
Yield on Cost 5y | 1.75% |
Annual Growth 5y | 166.12% |
Payout Consistency | 66.7% |
BUSA Growth Ratios
Growth Correlation 3m | 52.7% |
Growth Correlation 12m | 89.2% |
Growth Correlation 5y | 96.1% |
CAGR 5y | 22.79% |
CAGR/Max DD 5y | 3.09 |
Sharpe Ratio 12m | 0.98 |
Alpha | 2.55 |
Beta | 0.68 |
Volatility | 15.97% |
Current Volume | 23.3k |
Average Volume 20d | 22.9k |
As of March 09, 2025, the stock is trading at USD 33.01 with a total of 23,285 shares traded.
Over the past week, the price has changed by -1.61%, over one month by -0.15%, over three months by +0.54% and over the past year by +12.96%.
Partly, yes. Based on ValueRay Analyses, 2023 EFT Series Trust - (BATS:BUSA) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 55.55 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BUSA as of March 2025 is 31.26. This means that BUSA is currently overvalued and has a potential downside of -5.3%.
2023 EFT Series Trust - has no consensus analysts rating.
According to ValueRays Forecast Model, BUSA 2023 EFT Series Trust - will be worth about 35.5 in March 2026. The stock is currently trading at 33.01. This means that the stock has a potential upside of +7.57%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 35.5 | 7.6% |