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DCSYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Davis Balanced Fund Y (DCSYX) Ownership - Who owns Davis Balanced Fund Y?

Category: @Moderate Allocation

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

Profile

Category

Moderately Aggressive Allocation

Address

Davis Series Inc2949 E. Elvira Road, Suite 101Tucson

Phone

N/A

Web

www.davisfunds.com

Details

Group

Balanced Funds

Category

Moderate Allocation

Total Expense Ratio

N/A

Min. Initial Investment

5000000.00

Fund Existence

about 28 years

Turnover

N/A

Front Load

N/A

Net Assets

259375540.00

Manager Tenure

N/A

Fundamentals

DCSYX

Net Assets

259M

Fund Existence

about 28 years

Turnover

N/A

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderately Aggressive Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

108M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

No

Fund Share Class Net Assets

122M

Fund Type

OpenEnd

Index Fund

No

Management Fee

N/A

Modified Duration

N/A

No Load Fund

No

Number of Long Holdings

51.00

Number of Net Holdings

N/A

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

17.575

Annual Yield % from dividends

1.23

Returns for 1 year

17.65

Returns for 3 years

21.13

Returns for 5 years

58.63

Returns for 10 years

91.53

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details

Category

Moderately Aggressive Allocation

Address

Davis Series Inc2949 E. Elvira Road, Suite 101Tucson

Phone

N/A

Web

www.davisfunds.com