Davis Financial Fund

Scorecard
4 / 5 Stars
Lipper
4 4 4 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.28 3.28
Stocks 78.33 78.33
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 18.39 18.39
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 09.30.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 09.30.2013

Ticker YTD Return % % Net Assets
American Express Co AXP -0.58 11.51
Wells Fargo & Co WFC 2.31 8.61
Bank of New York Mellon Corp BK -8.36 5.83
Markel Corporation MKL -0.79 5.63
American International Group Inc AIG -3.13 5.61
Julius Baer Gruppe AG BAER --- 5.46
Alleghany Corp Y -3.39 5.0
Loews Corporation L -10.42 4.7
Visa, Inc. Class A V -0.38 4.69
Everest Re Group, Ltd. RE -5.57 4.66

See Also:

Top Davis Funds Funds