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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
  • 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.



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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