MENU
+Compare
NYVTX
Mutual Fund ticker: NASDAQ
AS OF
May 8 closing price
Price
$26.32
Change
+$0.20 (+0.77%)
Net Assets
6.2B

NYVTX Davis NY Venture A Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Large Value
Ad is loading...
A.I.Advisor
published Highlights

Notable companies

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), Applied Materials (NASDAQ:AMAT), US Bancorp (NYSE:USB), Capital One Financial (NYSE:COF), Bank of New York Mellon Corp (NYSE:BK).

Industry description

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 the 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.

Market Cap

The average market capitalization across the Davis NY Venture A MF is 481.62B. The market cap for tickers in the group ranges from 14.18B to 2T. AMZN holds the highest valuation in this group at 2T. The lowest valued company is VTRS at 14.18B.

Volume

The average weekly volume growth across all stocks in the Davis NY Venture A MF was -23%. For the same stocks of the MF, the average monthly volume growth was -58% 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: 63
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 21
Profit Risk Rating: 38
Seasonality Score: 35 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Davis New York Venture Fund Inc2949 E. Elvira Road Suite 101Tucson
Phone
(520)806-7600
Web
www.davisfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JORAX18.250.06
+0.33%
Janus Henderson Global Select A
AWPAX20.06N/A
N/A
AB Sustainable Intl Thematic A
TVRVX23.31N/A
N/A
Third Avenue Real Estate Value Investor
ATGYX42.01N/A
N/A
Cantor Fitzgerald Equity Opp Inst
AULYX91.91N/A
N/A
American Century Ultra® Y

NYVTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, NYVTX has been closely correlated with FXAIX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if NYVTX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To NYVTX
1D Price
Change %
NYVTX100%
+0.77%
FXAIX - NYVTX
83%
Closely correlated
N/A
VFIAX - NYVTX
81%
Closely correlated
N/A
VFINX - NYVTX
81%
Closely correlated
N/A
DODGX - NYVTX
75%
Closely correlated
+0.67%
DOXGX - NYVTX
75%
Closely correlated
+0.67%
More