| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
5
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 4.99 percent over the past year, 4.52 percent over the past three years, 2.31 percent over the past five years, and 5.77 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.7% |
| 1 Year | 5.0% |
| 3 Years (Annualized) | 4.5% |
| 5 Years (Annualized) | 2.3% |
| 10 Years (Annualized) | 5.8% |
Summary
The investment seeks total return through combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest its assets in 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 both domestic or foreign companies. Its investments in common stock issued by companies across the spectrum of market capitalizations are purchased primarily for their growth potential.
Fees
Fees are Low compared to funds in the same category.
Davis Appreciation & Income Fund has an expense ratio of 1.75 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
