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Davis Opportunity A RPEAX

Analyst rating as of
NAV / 1-Day Return
36.49  /  1.78 %
Total Assets
500.0 Mil
Adj. Expense Ratio
0.930%
Expense Ratio
0.930%
Fee Level
Below Average
Longest Manager Tenure
23.93 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.14%
Turnover
24%

Morningstar’s Fund Analysis RPEAX

Will RPEAX outperform in future?

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

Not for the faint of heart.

Summary

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Davis Opportunity’s wild swings in sector allocations make it hard to know which sleeve manager will run most of the strategy’s assets in this concentrated portfolio. It warrants a Morningstar Analyst Rating of Neutral.

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