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Davis Balanced Fund Class A (RPFCX)

US Funds

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62.89 +0.31 +0.50%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 139.23M

Type: Fund

Market: United States

Issuer: Davis Funds

Asset Class: Equity

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RPFCX Overview

Find basic information about the Davis Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add RPFCX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.02%

Prev. Close62.58

Risk Rating

TTM Yield1.52%

ROE15.81%

IssuerDavis Funds

Turnover10%

ROA6.46%

Inception Date33725

Total Assets139.23M

Expenses0.99%

Min. Investment1,000

Market Cap108.08B

CategoryAllocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1159	1009	1159	1202	1583	1998
Fund Return	15.86%	0.88%	15.86%	6.32%	9.62%	7.16%
Place in category	33	26	33	20	22	123
% in Category	13	10	13	8	11	60

Top Equity Funds by Davis Funds

Name	Total Assets	YTD%	3Y%	10Y%
Davis NY Venture A	4.82B	6.34	10.28	10.83
Davis NY Venture Y	1.84B	6.38	10.56	11.10
Davis Global Y	626.53M	4.24	7.80	9.03
Davis Financial Y	533.04M	6.60	12.47	11.80
Davis Financial A	531.16M	6.56	12.22	11.55

Top Funds for Allocation--70% to 85% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Income Fund of Amer	79.44B	3.19	5.30	7.14
Vanguard LifeStrategy Growth Inv	22.46B	2.63	6.03	8.35
American Funds Income Fund of A R6	22.64B	3.19	5.61	7.45
American Funds Income Fund of Ame	14.56B	3.24	5.51	7.34
American Funds Growth and Inc A	12.95B	3.46	7.51	8.93

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	8.84	483.77	+0.20%
Capital One Financial	US14040H1059	5.69	209.82	+3.46%
Applied Materials	US0382221051	5.47	174.06	+1.20%
Amazon.com	US0231351067	4.54	226.63	-0.01%
Quest Diagnostics	US74834L1008	4.52	171.75	+1.24%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Davis Appreciatio.	62.89	+0.31	+0.50%