The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), Wells Fargo & Co (NYSE:WFC), Texas Instruments (NASDAQ:TXN), Applied Materials (NASDAQ:AMAT), US Bancorp (NYSE:USB), Capital One Financial (NYSE:COF).
The investment seeks long-term growth of capital.
Davis Selected Advisers, L.P. ("Davis Advisors" or the "Adviser"), the fund's investment adviser, uses the Davis Investment Discipline to invest Davis New York Venture Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by large companies with market capitalizations of at least $10 billion. Historically, the fund has invested a significant portion of its assets in financial services companies and in foreign companies, and may also invest in mid- and small- capitalization companies.
The average market capitalization across the Davis NY Venture C MF is 434.67B. The market cap for tickers in the group ranges from 11.2B to 1.52T. AMZN holds the highest valuation in this group at 1.52T. The lowest valued company is VTRS at 11.2B.
The average weekly volume growth across all stocks in the Davis NY Venture C MF was 15%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -26%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 49
P/E Growth Rating: 47
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 57
Seasonality Score: 51 (-100 ... +100)