MENU

DCSCX Davis Balanced Fund C Forecast, Technical & Fundamental Analysis

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

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Intel Corp (NASDAQ:INTC), Applied Materials (NASDAQ:AMAT), Wells Fargo & Co (NYSE:WFC), Capital One Financial (NYSE:COF), Owens Corning (NYSE:OC).

Industry description

The investment seeks total return through a combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest Davis Appreciation & Income Fund's assets in a balanced portfolio of common stock, convertible securities, preferred stock and bonds. It may also hold cash. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in securities issued by either domestic or foreign companies.

Market Cap

The average market capitalization across the Davis Balanced Fund C MF is 958.88B. The market cap for tickers in the group ranges from 9.7B to 4.54T. GOOG holds the highest valuation in this group at 4.54T. The lowest valued company is OC at 9.7B.

Volume

The average weekly volume growth across all stocks in the Davis Balanced Fund C MF was 6%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 37
Price Growth Rating: 37
SMR Rating: 48
Profit Risk Rating: 40
Seasonality Score: 37 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Details
Category
Moderately Aggressive Allocation
Address
Davis Series Inc2949 E. Elvira Road, Suite 101Tucson
Phone
N/A
Web
www.davisfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
TPYP42.060.71
+1.72%
Tortoise North American Pipeline
EEMO24.870.09
+0.38%
Invesco S&P Emerging Markets Mom ETF
FBCV39.130.13
+0.34%
Fidelity Blue Chip Value ETF
QUAL215.78-0.19
-0.09%
iShares MSCI USA Quality Factor ETF
HOOX27.79-1.61
-5.48%
Defiance Daily Target 2X Long HOOD ETF

DCSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DCSCX has been closely correlated with RGQFX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if DCSCX jumps, then RGQFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DCSCX
1D Price
Change %
DCSCX100%
+0.41%
RGQFX - DCSCX
91%
Closely correlated
N/A
CGNAX - DCSCX
91%
Closely correlated
N/A
RBEGX - DCSCX
91%
Closely correlated
N/A
FPACX - DCSCX
86%
Closely correlated
N/A
FPCSX - DCSCX
86%
Closely correlated
N/A
More
Davis Balanced Fund C (DCSCX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com