Davis Real Estate Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D- (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 3.2 3.2
Stocks 91.54 91.54
Bonds 3.54 3.54
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 1.29 1.29
Convertible 0.0 0.0
Preferred 0.43 0.43

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Simon Property Group Inc SPG 7.25 7.33
AvalonBay Communities Inc AVB 9.12 6.39
Forest City Enterprises Inc Class A FCE.A 1.73 5.29
American Campus Communities, Inc. ACC 15.77 5.09
American Tower Corp AMT 2.05 4.01
Essex Property Trust ESS 17.46 3.96
Boston Properties Inc BXP 11.76 3.82
Ventas Inc VTR 9.62 3.56
Alexandria Real Estate Equities Inc ARE 14.49 3.21
Federal Realty Investment Trust FRT 9.14 2.97

See Also:

Top Davis Funds Funds