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Davis Financial Y DVFYX

Analyst rating as of | See Davis Investment Hub
  • NAV / 1-Day Return 54.57  /  0.69 %
  • Total Assets 926.3 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Financial
  • Investment Style Large Value
  • Min. Initial Investment 5,000,000
  • Status Open
  • TTM Yield 1.73%
  • Turnover 9%

Morningstar’s Analysis DVFYX

Will DVFYX outperform in future?

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

Recent headwinds don’t detract from this strategy’s appeal.

Summary

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Davis Financial’s sizable stakes in non-U.S. financials have hurt in recent years, but its managers’ considerable experience and patience give it a good shot to come out ahead in the end. That earns the exchange-traded fund and all mutual fund share classes Morningstar Analyst Ratings of Silver, with the C shares upgraded from Bronze.

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