Davis Global Fund

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

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 31.87 percent over the past year, 13.02 percent over the past three years, and 16.23 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.3%
1 Year 31.9%
3 Years (Annualized) 13.0%
5 Years (Annualized) 16.2%
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 Average compared to funds in the same category.
Davis Global Fund has an expense ratio of 0.72 percent.

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Risk

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

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See Also:

Top Davis Funds Funds