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Analyst rating as of
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Morningstar’s Analysis

Will CFIMX outperform in future?

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

Subject to extremes.

Strategist

Summary

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Davis Concentrated Equity’s potent approach is subject to extremes, but its managers’ talent for evaluating businesses warrants a Morningstar Analyst Rating of Bronze for the strategy, including its open-end vehicle Clipper CFIMX and exchange-traded sibling Davis Select U.S. Equity ETF DUSA.

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