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.
- NAV / 1-Day Return 24.65 / 1.15 %
- Total Assets 6.1 Bil
Adj. Expense Ratio
- 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?
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