Davis Appreciation & Income Fund

Scorecard
2 / 5 Stars
Lipper
2 1 1 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 6.90 1.11 0.06 18
1-Month 3.34 1.78 0.98 4
3-Month 2.86 -0.81 -1.86 97
6-Month 6.90 1.11 0.06 18
1-Year 24.52 8.87 1.72 4
3-Year (Annualized) 8.58 -0.60 -3.41 90
5-Year (Annualized) 14.87 2.84 -1.50 30
10-Year (Annualized) 6.16 -1.35 -2.42 72

See Also:

Top Davis Funds Funds