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Davis Opportunity A RPEAX

Analyst rating as of | See Davis Investment Hub
  • NAV / 1-Day Return 36.63  /  0.41 %
  • Total Assets 515.5 Mil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 24%

Morningstar’s Analysis RPEAX

Will RPEAX outperform in future?

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

Not for the faint of heart.

Summary

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Davis Opportunity’s wild swings in sector allocations make it hard to know which sleeve manager will run most of the strategy’s assets in this concentrated portfolio. It warrants a Morningstar Analyst Rating of Neutral.

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