Davis Financial Fund Analysis
| DVFYX Fund | USD 73.74 0.19 0.26% |
Davis Financial Fund is overvalued with Real Value of 68.78 and Hype Value of 73.74. The main objective of Davis Financial fund analysis is to determine its intrinsic value, which is an estimate of what Davis Financial Fund is worth, separate from its market price. There are two main types of Davis Mutual Fund analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic stability of Davis Financial Fund. On the other hand, technical analysis, focuses on the price and volume data of Davis Mutual Fund to identify patterns and trends that may indicate its future price movements.
The Davis Financial mutual fund is traded in the USA on NMFQS Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA.
Davis |
Davis Mutual Fund Analysis Notes
The fund generated five year return of 13.0%. Davis Financial retains 99.62% of assets under management (AUM) in equities. This fund last dividend was 0.69 per share. Large Value To learn more about Davis Financial Fund call the company at 800-279-0279.Davis Financial Investment Alerts
| The fund retains 99.62% of its assets under management (AUM) in equities |
Davis Financial Thematic Classifications
In addition to having Davis Financial mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Money FundsFunds investing in financial sector |
Davis Market Capitalization
The company currently falls under '' category with a current market capitalization of 0. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Davis Financial's market, we take the total number of its shares issued and multiply it by Davis Financial's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Top Davis Financial Fund Mutual Fund Constituents
| L | Loews Corp | Stock | |
| AXP | American Express | Stock | |
| BAC | Bank of America | Stock | |
| BK | Bank of New | Stock | |
| CB | Chubb | Stock | |
| COF | Capital One Financial | Stock | |
| DNB | Dun Bradstreet Holdings | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MKL | Markel | Stock | |
| PNC | PNC Financial Services | Stock | |
| USB | US Bancorp | Stock | |
| V | Visa Class A | Stock | |
| WFC | Wells Fargo | Stock |
Technical Drivers
As of the 29th of November, Davis Financial shows the Mean Deviation of 0.8029, coefficient of variation of 525.33, and Downside Deviation of 0.8138. Davis Financial technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the entity's future prices.Davis Financial Price Movement Analysis
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Davis Financial middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Davis Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Davis Financial Outstanding Bonds
Davis Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Davis Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Davis bonds can be classified according to their maturity, which is the date when Davis Financial Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Davis Financial Predictive Daily Indicators
Davis Financial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Davis Financial mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 73.74 | |||
| Day Typical Price | 73.74 | |||
| Price Action Indicator | 0.095 | |||
| Period Momentum Indicator | 0.19 |
Davis Financial Forecast Models
Davis Financial's time-series forecasting models are one of many Davis Financial's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Davis Financial's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Davis Mutual Fund Analysis
Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Davis Financial prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Davis shares will generate the highest return on investment. We also built our fund analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Fund such as Davis Financial. By using and applying Davis Mutual Fund analysis, traders can create a robust methodology for identifying Davis entry and exit points for their positions.
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. It invests principally in common stocks . A company is principally engaged in financial services if it owns financial services-related assets that constitute at least 50 percent of the value of all of its assets, or if it derives at least 50 percent of its revenues from providing financial services.
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As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our mutual fund analysis tools, you can find out how much better you can do when adding Davis Financial to your portfolios without increasing risk or reducing expected return.Did you try this?
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Other Information on Investing in Davis Mutual Fund
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.
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