Davis Appreciation & Income Fund

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Aggressive Target Risk % Rank
Year-to-date 2.00 0.34 0.59 20
1-Month 5.20 2.02 0.46 2
3-Month 5.50 2.84 2.23 2
6-Month 16.75 7.22 3.11 2
1-Year 24.39 11.87 4.53 1
3-Year (Annualized) 6.90 -1.32 -3.49 91
5-Year (Annualized) 21.81 6.81 0.67 1
10-Year (Annualized) 6.60 -0.45 -1.44 41

See Also:

Top Davis Funds Funds