Davis Opportunity is trading at 40.04 as of the 16th of February 2025; that is 0.15 percent up since the beginning of the trading day. The fund's open price was 39.98. Davis Opportunity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
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.. More on Davis Opportunity
Davis Opportunity [RPEAX] is traded in USA and was established 16th of February 2025. Davis Opportunity is listed under Davis Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Davis Funds family. This fund at this time has accumulated 507.86 M in assets with no minimum investment requirementsDavis Opportunity is currently producing year-to-date (YTD) return of 8.42% with the current yeild of 0.01%, while the total return for the last 3 years was 10.36%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Davis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Davis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Davis Opportunity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
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.