Insider Trading
| RPEAX Fund | USD 38.66 0.44 1.15% |
Slightly above 51% of Davis Opportunity's investor base is interested to short. The analysis of overall sentiment of trading Davis Opportunity mutual fund suggests that many investors are impartial at this time. Davis Opportunity's investing sentiment can be driven by a variety of factors including economic data, Davis Opportunity's earnings reports, geopolitical events, and overall market trends.
Davis |
Filed transaction by Carrier Global Corp Officer: See Remarks.. Insider Public Trading
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Davis Opportunity Fundamental Analysis
We analyze Davis Opportunity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Opportunity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Opportunity 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.
Five Year Return
Five Year Return Comparative Analysis
Davis Opportunity is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Davis Opportunity 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 Opportunity mutual fund to make a market-neutral strategy. Peer analysis of Davis Opportunity could also be used in its relative valuation, which is a method of valuing Davis Opportunity by comparing valuation metrics with similar companies.
Peers
Davis Opportunity Related Equities
| DRECX | Davis Real | 1.62 | ||||
| DILYX | Davis International | 1.50 | ||||
| DILAX | Davis International | 1.48 | ||||
| DILCX | Davis International | 1.44 | ||||
| RPFGX | Davis Financial | 1.13 | ||||
| NYVTX | Davis New | 1.01 | ||||
| NYVRX | Davis New | 1.01 | ||||
| NYVBX | Davis New | 1.00 | ||||
| NYVCX | Davis New | 0.97 |
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |