Skip to Content

Davis Opportunity A RPEAX

Analyst rating as of
NAV / 1-Day Return
45.09  /  1.08 %
Total Assets
642.0 Mil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
22.79 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.36%
Turnover
17%
Premium

Morningstar’s Analysis

Will RPEAX outperform in future?

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

Davis Opportunity Sleeve Manager Departs; Ratings Unchanged

Strategist

Analyst Note

| |

Energy specialist and portfolio manager Kent Whitaker left the multimanager offering Davis Opportunity and Davis Advisors on Feb. 12, 2021. His departure comes in aftermath of the firm’s decision to exit all its oil and gas stocks in 2020’s second quarter as its long-term outlook on the industry dimmed, leaving little room for Whitaker to utilize his decades of expertise.

Unlock our full analysis with Morningstar Premium