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RPEAX Davis Opportunity A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Unitedhealth Group (NYSE:UNH), Wells Fargo & Co (NYSE:WFC), Cigna Group (The) (NYSE:CI), US Bancorp (NYSE:USB), Capital One Financial (NYSE:COF), Teck Resources Limited (NYSE:TECK), Owens Corning (NYSE:OC).

Industry description

The investment seeks long-term growth of capital. The fund's investment adviser uses the Davis Investment Discipline to invest Davis Opportunity Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts). It may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets.

Market Cap

The average market capitalization across the Davis Opportunity A MF is 95.08B. The market cap for tickers in the group ranges from 81.47M to 451.47B. UNH holds the highest valuation in this group at 451.47B. The lowest valued company is SUP at 81.47M.

Volume

The average weekly volume growth across all stocks in the Davis Opportunity A MF was -29%. For the same stocks of the MF, the average monthly volume growth was 2% and the average quarterly volume growth was 46%

Fundamental Analysis Ratings

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

Valuation Rating: 47
P/E Growth Rating: 27
Price Growth Rating: 33
SMR Rating: 54
Profit Risk Rating: 40
Seasonality Score: 52 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, RPEAX has been closely correlated with FXAIX. These tickers have moved in lockstep 82% of the time. This A.I.-generated data suggests there is a high statistical probability that if RPEAX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To RPEAX
1D Price
Change %
RPEAX100%
+0.41%
FXAIX - RPEAX
82%
Closely correlated
+0.35%
VFIAX - RPEAX
80%
Closely correlated
+0.35%
VSTSX - RPEAX
79%
Closely correlated
+0.54%
VSMPX - RPEAX
79%
Closely correlated
+0.53%
VFINX - RPEAX
79%
Closely correlated
+0.35%
More