Davis Opportunity Fund

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

Fund Holdings

The fund is fairly diversified.

Asset Allocation

% Long % Net
Cash 3.7 3.7
Stocks 75.37 75.37
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 20.93 20.93
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Google, Inc. Class A GOOG 7.32 8.34
UnitedHealth Group Inc UNH 2.39 5.0
Berkshire Hathaway Inc Class B BRK.B -2.11 4.78
Liberty Global PLC LBTYK -1.46 4.48
Laboratory Corporation of America Holdings LH 1.43 4.3
Vipshop Holdings Ltd ADR VIPS 52.68 4.14
Wesco Aircraft Holdings Inc WAIR -1.23 3.78
PACCAR Inc PCAR 10.33 2.86
Wells Fargo & Co WFC 2.31 2.82
Textron Inc TXT 6.39 2.64

See Also:

Top Davis Funds Funds