Davis Financial is trading at 68.36 as of the 21st of March 2025; that is 1.03% down since the beginning of the trading day. The fund's open price was 69.07. Davis Financial has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the financial services sector. More on Davis Financial Fund
Davis Financial Fund [DVFYX] is traded in USA and was established 21st of March 2025. Davis Financial is listed under Davis Funds category by Fama And French industry classification. The fund is listed under Financial category and is part of Davis Funds family. The entity is thematically classified as Money Funds. This fund currently has accumulated 770.11 M in assets under management (AUM) with minimum initial investment of 5 M. Davis Financial is currently producing year-to-date (YTD) return of 2.01% with the current yeild of 0.02%, while the total return for the last 3 years was 13.24%.
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Davis Financial 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 Financial security.