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Morningstar

Davis NY Venture A NYVTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
20.26  /  0.88 %
Total Assets
5.3 Bil
Adj. Expense Ratio
0.890%
Expense Ratio
0.890%
Fee Level
Low
Longest Manager Tenure
27.00 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.86%
Turnover
17%

Morningstar’s Fund Analysis NYVTX

Will NYVTX 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 NYVTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the NYVTX 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 NYVTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Subject to extremes.

Director

Summary

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Davis New York Venture and Selected American’s aggressive strategy is subject to extremes, but its managers’ talent for evaluating businesses warrants a Morningstar Analyst Rating of Bronze for the open-end funds’ cheapest shares while its pricier ones are rated Neutral.

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