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Davis NY Venture Y DNVYX

Analyst rating as of
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Morningstar’s Analysis

Will DNVYX outperform in future?

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

More concentrated than in the past.

Strategist

Summary

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Davis New York Venture’s increasingly concentrated portfolio can and has worked against it, but its veteran managers have also proved themselves enough here and on other strategies to merit a Morningstar Analyst Rating of Bronze for its cheapest Y share class, while the pricier ones get Neutral.

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