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RPFCX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

RPFCX price forecast, quote, news & analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Wells Fargo & Co (NYSE:WFC), Applied Materials (NASDAQ:AMAT), Intel Corp (NASDAQ:INTC), 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 A MF is 517.08B. The market cap for tickers in the group ranges from 14.18B to 2.13T. AMZN holds the highest valuation in this group at 2.13T. The lowest valued company is VTRS at 14.18B.

Volume

The average weekly volume growth across all stocks in the Davis Balanced Fund A MF was -20%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was 28%

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: 44
Price Growth Rating: 29
SMR Rating: 43
Profit Risk Rating: 39
Seasonality Score: 24 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Davis Series Inc2949 E. Elvira Road, Suite 101Tucson
Phone
N/A
Web
www.davisfunds.com