Davis Opportunity Fund

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

Fund Holdings

The fund is fairly diversified.

Asset Allocation

% Long % Net
Cash 5.14 5.14
Stocks 71.65 71.65
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 23.21 23.21
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
Google Inc Class A GOOGL 5.45 6.37
Vipshop Holdings Ltd ADR VIPS 133.74 5.3
UnitedHealth Group Inc UNH 9.62 5.05
Berkshire Hathaway Inc Class B BRK.B 7.32 4.67
Laboratory Corp of America Hldgs LH 14.4 4.57
Liberty Global PLC Class C LBTYK 1.23 4.01
Wesco Aircraft Holdings Inc WAIR -9.4 3.51
PACCAR Inc PCAR 7.96 3.02
Wells Fargo & Co WFC 17.56 2.87
Las Vegas Sands Corp LVS -0.11 2.85

See Also:

Top Davis Funds Funds