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Davis NY Venture B NYVBX

Analyst rating as of | See Davis Investment Hub
  • NAV / 1-Day Return 19.68  /  1.55 %
  • Total Assets 6.3 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 0.65%
  • Turnover 17%

Morningstar’s Analysis NYVBX

Will NYVBX outperform in future?

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

Subject to extremes.



Davis NY Venture’s veteran managers remain well equipped to handle this aggressive, risky approach. The mutual fund receives a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.

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