3 / 5 Stars
3 3 3 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 306 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.97 percent over the past year, 8.58 percent over the past three years, and 17.81 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||17.8%|
|10 Years (Annualized)||N/A|
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. It may invest in large, medium, or small companies without regard to market capitalization.
Fees are Above Average compared to funds in the same category.
Davis Global Fund has an expense ratio of 2.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.