DCSCX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Davis Balanced Fund C (DCSCX) Ownership - Who owns Davis Balanced Fund C?

The investment seeks total return through a combination of growth and income... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

DCSCX

Net Assets

248M

Fund Existence

over 27 years

Turnover

15.00

Total Expense Ratio

1.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.99

Assets in Top Ten Holdings

108M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.42M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Number of Long Holdings

56.00

Number of Net Holdings

56.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

43.55%

Gain YTD

-0.666

Annual Yield % from dividends

0.94

Returns for 1 year

1.23

Returns for 3 years

16.09

Returns for 5 years

72.44

Returns for 10 years

62.29

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details