Davis Appreciation Income Fund Filter Stocks by Fundamentals
| DCSCX Fund | USD 59.81 0.08 0.13% |
Davis Appreciation Income fundamentals help investors to digest information that contributes to Davis Appreciation's financial success or failures. It also enables traders to predict the movement of Davis Mutual Fund. The fundamental analysis module provides a way to measure Davis Appreciation's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Davis Appreciation mutual fund.
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Fund Asset Allocation for Davis Appreciation
The fund consists of 78.18% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Davis Appreciation's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Davis Fundamentals
| Price To Earning | 17.99 X | ||||
| Price To Book | 2.26 X | ||||
| Price To Sales | 2.20 X | ||||
| Total Asset | 2.64 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 9.80 % | ||||
| One Year Return | 25.77 % | ||||
| Three Year Return | 5.01 % | ||||
| Five Year Return | 9.97 % | ||||
| Ten Year Return | 4.57 % | ||||
| Net Asset | 202.04 M |