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Davis Balanced Fund Class A (RPFCX)

US Funds

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65.06 -0.13 -0.20%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 137.34M

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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Technical Chart

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Rating

1-Year Change24.57%

Prev. Close65.19

Risk Rating

TTM Yield1.40%

ROE17.72%

IssuerDavis Funds

Turnover10%

ROA7.22%

Inception Date33725

Total Assets137.34M

Expenses0.99%

Min. Investment1,000

Market Cap116.81B

CategoryAllocation - - 70% to 85% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1148	1037	1275	1237	1668	1916
Fund Return	14.85%	3.69%	27.49%	7.33%	10.77%	6.72%
Place in category	104	308	84	30	38	172
% in Category	29	96	20	14	13	78

Top Equity Funds by Davis Funds

Name	Total Assets	YTD%	3Y%	10Y%
Davis NY Venture A	4.89B	17.62	7.09	9.96
Davis NY Venture Y	1.87B	17.85	7.36	10.24
Davis Global Y	636.38M	26.95	5.92	8.56
Davis Financial A	514.67M	25.46	8.70	10.11
Davis Financial Y	527.49M	25.69	8.94	10.35

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds Income Fund of Amer	79.22B	11.98	5.29	6.88
Vanguard LifeStrategy Growth Inv	22B	12.37	3.70	7.94
American Funds Income Fund of A R6	21.87B	12.28	5.62	7.19
American Funds Income Fund of Ame	14.31B	12.21	5.52	7.08
American Funds Growth and Inc A	12.54B	13.49	4.83	8.36

Top Holdings

Name	ISIN	Weight %	Last	Change %
Berkshire Hathaway B	US0846707026	8.05	478.56	+0.24%
Applied Materials	US0382221051	6.57	173.20	-0.77%
Capital One Financial	US14040H1059	5.42	191.45	-0.23%
Amazon.com	US0231351067	5.34	207.86	+3.18%
Humana	US4448591028	4.17	295.59	-2.82%

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.	65.06	-0.13	-0.20%