Davis NY Venture A (NYVTX)
41.67 0.06(0.14%) Dec 4
* As of 31-Oct-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.88%|
Performance & Risk
|5y Avg Return:||12.86%|
|Rank in Category (ytd):||31|
|% Rank in Category (ytd):||1.94%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital.
Davis Selected Advisers, L.P., ("Davis Advisors" or the "Adviser") the fund's investment adviser, uses the Davis Investment Discipline to invest the majority of the fund's assets in equity securities (typically common stocks, but may also include preferred stocks, American Depository Receipts, Global Depository Receipts convertible bonds, and other forms of equity securities) issued by large companies with market capitalizations of at least $10 billion. Historically, the fund has invested a significant portion of its assets in financial services companies. It may also invest in foreign companies. View More