APA Group most popular amongst individual investors who own 58 percent of the shares, institutions hold 42
| RPFCX Fund | USD 65.31 0.16 0.25% |
Slightly above 54% of Davis Appreciation's investor base is interested to short. The analysis of overall sentiment of trading Davis Appreciation Income mutual fund suggests that many investors are impartial 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 |
Key Insights APA Groups significant individual investors ownership suggests that the key decisions are influenced by...
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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.
Ten Year Return
Ten Year Return Comparative Analysis
Davis Appreciation is currently under evaluation in ten year return among similar funds. Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
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
| MSSGX | Small Pany | 1.42 | ||||
| TRBCX | T Rowe | 0.85 | ||||
| APDSX | Artisan Small | 0.45 | ||||
| TVOYX | Touchstone Small | 0.19 | ||||
| HSUAX | Rational Defensive | 0.44 | ||||
| LGLSX | L Abbett | 0.88 | ||||
| KSCYX | Kinetics Small | 1.52 |
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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