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Davis Financial Y DVFYX

Analyst rating as of
NAV / 1-Day Return
51.72  /  2.78 %
Total Assets
863.5 Mil
Adj. Expense Ratio
0.720%
Expense Ratio
0.720%
Fee Level
Low
Longest Manager Tenure
7.16 years
Category
Financial
Investment Style
Large Value
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
1.31%
Turnover
6%
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Morningstar’s Analysis

Will DVFYX outperform in future?

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

Bullish on banks.

Strategist

Summary

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Davis Financial’s industry knowledge and willingness to go its own way merit a Morningstar Analyst Rating of Silver for its A and Y shares while its pricier C shares get a Bronze.

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