Davis NY Venture A NYVTX
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Making Retirement Work Without a Huge Nest Egg
… Fund of Amer RGAFX 11,355 2.61 401(k): BlackRock Health Sciences Opps SHSSX 4,529 1.04 401(k): Davis NY Venture NYVTX 13,903 3.20 401(k): DWS US Bond Index BTUSX 35,573 8.18 401(k): MainStay High Yield Corporate Bond MHYIX 24 …
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Funds That (Still) Buy Like Buffett, 2012
… has earned a Morningstar Analyst Rating of Gold, as have Clipper and its less-concentrated counterparts, Davis NY Venture NYVTX and Selected American Shares SLASX. The funds on this list have mostly been strong long-term performers, with all but Torray …
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Help Creating A New Portfolio
… am 46 and my current portfolio is as follows: FLPKX 20%, NBGEX 15%, TEMWX 15%, FIDKX 15%, FBAKX 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX, FOCKX, FSCPX, FCYIX, FXSIX MC: CAAPX, DBMAX, FKMCX, FSLCX …
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Help Creating A New Portfolio
… am 46 and my current portfolio is as follows: FLPKX 20%, NBGEX 15%, TEMWX 15%, FIDKX 15%, FBAKX 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX, FOCKX, FSCPX, FCYIX, FXSIX MC: CAAPX, DBMAX, FKMCX, FSLCX …
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Will China Come in for a Hard or Soft Landing?
… trading at cheap prices. Something Wicked This Way Comes? Domestic-fund manager Chris Davis, whose Davis New York Venture NYVTX and Selected American SLADX were hurt by scandal-plagued Sino-Forest TRE and other China-related holdings in 2011, still …
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Help with wife's 403-B
… Real Return - PRRRX Rest of funds: Oakmark Equity and Income - OAKBX Columbia - Large Cap Index - NEIAX Davis NY Venture - NYVTX MFS Value - MEIAX There are other funds where you can put it together yourself comprising foreign equities, small and mid cap …
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Highlights From Morningstar's Analyst Rating System
… 2006. The investment process is proven with strong 10- and 15-year returns at Selected American SLADX and Davis NY Venture NYVTX . Davis Selected Advisers is an exemplary steward of capital whose interests are well aligned with shareholders'; that shows …
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For Two Funds, 2011 Is Not Deja Vu All Over Again
… deliver the same results at different funds in the same market. Davis' other more-diversified funds-- Davis New York Venture NYVTX and Selected American SLADX--are lagging their peers and benchmarks badly this year, in part because they have more European …
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403(b) and POSSIBLE U.S. CREDIT DOWNGRADE
… funds in my 403(b). Here is what I have to work with: CURRENT: FLPSX 20% NBGEX 15% FDIVX 15% TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX,FXSIX MC: CAAPX,DBMAX,FMCSX,FIDYX …
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RPEAX Davis Opportunity A Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… styles. They often produce a more aggressive and idiosyncratic portfolio than Davis' bigger funds like Davis New York Venture NYVTX . It, for example, owns more materials, consumer, and technology stocks, such as oil and gas drilling tube maker Tenaris …