Davis Global’s talented manager and his high-conviction approach merit a Morningstar Analyst Rating of Bronze for its A and Y shares, while its pricier C shares stay at Neutral.
Will DGFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGFAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DGFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DGFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.