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Morningstar

Davis NY Venture B NYVBX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Davis Investment Hub

Morningstar’s Analysis NYVBX

Will NYVBX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NYVBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the NYVBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of NYVBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Waning confidence in this team's ability to deliver on its bold approach warrants a downgrade of Davis New York Venture's People Pillar rating to Average from Above Average, making it and the related Davis Large Cap Value Equity, Selected American Shares, and Davis Large Cap Value decent but not compelling offerings.

by Andrew Redden
Rated on Published on

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