Davis Financial’s penchant for non-U.S. stocks hasn't been a help against its benchmark or most peers in recent years, but its management team's expertise gives it a good shot to come out ahead in the end. That earns the exchanged-traded fund and mutual fund's A and Y shares a Morningstar Analyst Rating of Silver and the pricier C shares a Bronze.
Will DVFYX 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 DVFYX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DVFYX 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 DVFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.