Davis Advisors Mutual Funds List
Here you can find all mutual funds issued by Davis Advisors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.67%
- Avg. 1 Year Return
- 34.01%
- Avg. 5 Year Return
- 12.99%
- Median Risk/Return Score
- 84 / 100
Davis Advisors Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | Large Cap Growth Equities | Feb 17, 1969 | 0.67% | 11.05% | 14.65% | 10.04% | 84 |
Explore top Davis Advisors Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Davis Advisors Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 84 | — | Feb 1969 |
Best-Performing Davis Advisors Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 12.99% | — | Feb 1969 |
Lowest-Cost Davis Advisors Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 0.67% | — | Feb 1969 |
Highest-Yield Davis Advisors Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 10.04% | — | Feb 1969 |
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