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.
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.