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DREYX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$43.16
Change
-$1.89 (-4.20%)
Net Assets
156.54M

DREYX Davis Real Estate Y Forecast, Technical & Fundamental Analysis

Category RealEstate
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are PROLOGIS (NYSE:PLD), Simon Property Group (NYSE:SPG).

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 at least 80% of the fund's net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. The fund invests principally in common stocks of domestic companies and may invest in foreign companies (including indirect holdings of a foreign issuer's common stock through depositary receipts).

Market Cap

The average market capitalization across the Davis Real Estate Y MF is 39.06B. The market cap for tickers in the group ranges from 3.52B to 120.46B. PLD holds the highest valuation in this group at 120.46B. The lowest valued company is CUZ at 3.52B.

Volume

The average weekly volume growth across all stocks in the Davis Real Estate Y MF was 29%. For the same stocks of the MF, the average monthly volume growth was 18% and the average quarterly volume growth was 40%

Fundamental Analysis Ratings

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

Valuation Rating: 82
P/E Growth Rating: 44
Price Growth Rating: 46
SMR Rating: 67
Profit Risk Rating: 57
Seasonality Score: 23 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category RealEstate

Profile
Fundamentals
Details
Category
Real Estate
Address
Davis Series Inc2949 E. Elvira Road, Suite 101Tucson
Phone
N/A
Web
www.davisfunds.com
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DREYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DREYX has been closely correlated with VGSLX. These tickers have moved in lockstep 98% of the time. This A.I.-generated data suggests there is a high statistical probability that if DREYX jumps, then VGSLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DREYX
1D Price
Change %
DREYX100%
-0.24%
VGSLX - DREYX
98%
Closely correlated
-0.54%
VGSIX - DREYX
98%
Closely correlated
-0.51%
VRTPX - DREYX
98%
Closely correlated
-0.53%
VGSNX - DREYX
98%
Closely correlated
-0.54%
CSJZX - DREYX
98%
Closely correlated
-0.44%
More