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Morningstar

Davis International A DILAX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 11.92  /  1.97 %
  • Total Assets 190.8 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 5%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis DILAX

Will DILAX outperform in 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 DILAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the DILAX 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 DILAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Appetite for risk is required.

Analyst

Summary

| by Andrew Redden

Davis International’s experienced manager remains well-equipped to execute this gutsy, high-conviction approach. Its Morningstar Analyst Rating stays at Bronze or Neutral, depending on share class fees.

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