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Davis Opportunity A RPEAX Fund Analysis

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

Morningstar’s Analysis RPEAX

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

  • People Pillar

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

Unpredictable.

Analyst Andrew Redden

Andrew Redden

Analyst

Summary

Davis Opportunity’s sleeve-managed portfolio has attractive features, but its concentrated nature and wild sector swings create risks that make it and the related Davis Multi Cap SMA decent but not compelling offerings.

by Andrew Redden
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