Morningstar

Davis Global Fund Class Y DGFYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis DGFYX

Will DGFYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DGFYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGFYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DGFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Understand its risks.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Davis Advisors’ global strategy (which includes US mutual fund Davis Global, Davis Select Worldwide ETF, and Australian offering Pan-Tribal Global Equity) is decent, but it comes with plenty of risk. Although the strategy retains its Average People and Process Pillar ratings, changes to how Morningstar assesses excess return opportunity have changed some Morningstar Medalist Ratings.

by Tony Thomas
Rated on Published on

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