Davis Global Fund

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

#18 in World Stock

U.S. News evaluated 304 World Stock 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 32.70 percent over the past year, 11.81 percent over the past three years, and 23.88 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 5.6%
1 Year 32.7%
3 Years (Annualized) 11.8%
5 Years (Annualized) 23.9%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. Davis Selected Advisers, L.P. ("Davis Advisors" or the "Adviser"), the fund's investment adviser, uses the Davis Investment Discipline to invest Davis Global Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by both United States and foreign companies, including countries with developed or emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
Davis Global Fund has an expense ratio of 0.97 percent.

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Risk

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

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See Also:

Top Davis Funds Funds