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Morningstar

Davis International C DILCX

Morningstar Analyst Rating
Analyst rating as of | See Davis Investment Hub
  • NAV / 1-Day Return 10.71  /  1.38 %
  • Total Assets 189.4 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.790%
  • Distribution Fee Level Below Average
  • Share Class Type Level 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 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DILCX

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

People Pillar

The People Pillar is our evaluation of the DILCX 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 DILCX’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.

Unlock our full analysis with Morningstar Investor