Davis Financial’s penchant for non-U.S. stocks hasn't been a help against its benchmark or most peers in recent years, but its management team's expertise gives it a good shot to come out ahead in the end. That earns the exchanged-traded fund and mutual fund's A and Y shares a Morningstar Analyst Rating of Silver and the pricier C shares a Bronze.
Morningstar’s Analysis DFNL
Will DFNL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.