Capital One Financial shareholders have earned a 14 percent CAGR over the last five years
RPFCX Fund | USD 64.12 0.43 0.67% |
Slightly above 62% of Davis Appreciation's investor base is looking to short. The analysis of overall sentiment of trading Davis Appreciation Income mutual fund suggests that many investors are alarmed at this time. Davis Appreciation's investing sentiment can be driven by a variety of factors including economic data, Davis Appreciation's earnings reports, geopolitical events, and overall market trends.
Davis |
If you buy and hold a stock for many years, youd hope to be making a profit. Better yet, youd like to see the share...
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Davis Appreciation Fundamental Analysis
We analyze Davis Appreciation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Appreciation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Equity Positions Weight
Equity Positions Weight Comparative Analysis
Davis Appreciation is rated fifth largest fund in equity positions weight among similar funds. Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Davis Appreciation Income Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Davis Appreciation mutual fund to make a market-neutral strategy. Peer analysis of Davis Appreciation could also be used in its relative valuation, which is a method of valuing Davis Appreciation by comparing valuation metrics with similar companies.
Peers
Davis Appreciation Related Equities
DNVYX | Davis New | 0.41 | ||||
RPFRX | Davis Real | 0.02 | ||||
DILCX | Davis International | 0.08 | ||||
RFBAX | Davis Government | 0.20 | ||||
DREYX | Davis Real | 0.53 | ||||
DILAX | Davis International | 0.57 | ||||
DILYX | Davis International | 0.57 | ||||
RPFGX | Davis Financial | 0.65 | ||||
RPFCX | Davis Appreciation | 0.67 | ||||
RPEAX | Davis Opportunity | 0.97 |
Other Information on Investing in Davis Mutual Fund
Davis Appreciation 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 Appreciation security.
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