Davis Real Estate Fund

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

U.S. News evaluated 72 Real Estate Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 10.37 percent over the past year, 8.55 percent over the past three years, 18.44 percent over the past five years, and 6.02 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 14.9%
1 Year 10.4%
3 Years (Annualized) 8.6%
5 Years (Annualized) 18.4%
10 Years (Annualized) 6.0%

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Summary

The investment seeks total return through a combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest at least 80% of the fund's net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. It invests principally in common stocks of domestic and foreign companies (including indirect holdings of common stock through depositary receipts). Most of Davis Real Estate Fund's real estate securities are, and will likely continue to be, interests in publicly traded REITs.

Fees

Fees are High compared to funds in the same category.
Davis Real Estate Fund has an expense ratio of 2.06 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Davis Funds Funds