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Davis Opportunity Y DGOYX

Analyst rating as of
NAV / 1-Day Return
46.66  /  0.98 %
Total Assets
619.6 Mil
Adj. Expense Ratio
0.690%
Expense Ratio
0.690%
Fee Level
Average
Longest Manager Tenure
22.92 years
Category
Large Blend
Investment Style
Large Value
Min. Initial Investment
5,000,000
Status
Open
TTM Yield
0.53%
Turnover
17%
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Morningstar’s Analysis

Will DGOYX outperform in future?

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

An uneven portfolio and risky profile.

Strategist

Summary

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Davis Opportunity’s uneven sleeve manager roster and extreme risk profile merit a Morningstar Analyst Rating of Neutral for all share classes.

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