Davis Opportunity Financials
| RPEAX Fund | USD 38.24 0.59 1.52% |
Davis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Davis Opportunity Fund Summary
Davis Opportunity competes with Blackrock Large, T Rowe, Jpmorgan Large, Guidemark Large, and Fidelity Large. The funds investment adviser uses the Davis Investment Discipline to invest Davis Opportunity Funds portfolio principally in common stocks . It may invest in large, medium or small companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2391031042 |
| Business Address | Davis Series |
| Mutual Fund Family | Davis Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 800 279 0279 |
| Currency | USD - US Dollar |
Davis Opportunity Key Financial Ratios
Davis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davis Opportunity's current stock value. Our valuation model uses many indicators to compare Davis Opportunity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davis Opportunity competition to find correlations between indicators driving Davis Opportunity's intrinsic value. More Info.Davis Opportunity is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davis Opportunity is roughly 7.69 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davis Opportunity's earnings, one of the primary drivers of an investment's value.Davis Opportunity Systematic Risk
Davis Opportunity's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Davis Opportunity volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Davis Opportunity correlated with the market. If Beta is less than 0 Davis Opportunity generally moves in the opposite direction as compared to the market. If Davis Opportunity Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Davis Opportunity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Davis Opportunity is generally in the same direction as the market. If Beta > 1 Davis Opportunity moves generally in the same direction as, but more than the movement of the benchmark.
Davis Opportunity March 4, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Davis Opportunity help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Davis Opportunity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Davis Opportunity based on widely used predictive technical indicators. In general, we focus on analyzing Davis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Davis Opportunity's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 14.97 | |||
| Value At Risk | (1.56) | |||
| Potential Upside | 1.16 |
Other Information on Investing in Davis Mutual Fund
Davis Opportunity financial ratios help investors to determine whether Davis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davis with respect to the benefits of owning Davis Opportunity security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |