Davis New York Venture and Selected American’s aggressive strategy is subject to extremes, but its managers’ talent for evaluating businesses warrants a Morningstar Analyst Rating of Bronze for the open-end funds’ cheapest shares while its pricier ones are rated Neutral.
Davis NY Venture R NYVRX
NAV / 1-Day Return
23.86
/
0.85
%
Total Assets
6.3 Bil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Fee Level
Average
Longest Manager Tenure
26.86
years
Category
Large Blend
Investment Style
Large ValueMin. Initial Investment
500,000
Status
Open
TTM Yield
0.54%
Turnover
17%
Morningstar’s Fund Analysis NYVRX
Will NYVRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NYVRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NYVRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of NYVRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Subject to extremes.
