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Davis NY Venture R NYVRX

Analyst rating as of
  • NAV / 1-Day Return 24.65  /  1.15 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.120%
  • Expense Ratio 1.190%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 17%

Morningstar’s Analysis NYVRX

Will NYVRX outperform in future?

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

Subject to extremes.

Summary

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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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