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Davis Advisors has operated as an independent employee-owned investment manager since 1969 to oversee multiple equity-focused investment products, which include mutual funds, separately managed accounts and ETFs, and variable annuity portfolios. The investment approach of Davis is to identify businesses with stable operations and skilled management that trade at prices that match market value. The investment approach requires holding funds for extended periods to achieve compound growth, which produces significant returns throughout multiple years. All these elements make it a suitable investment option.
We have chosen three Davis mutual funds — Davis Balanced Fund (RPFCX - Free Report) , Davis Financial (RPFGX - Free Report) and Davis Opportunity (RPEAX - Free Report) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Davis Balanced Fund seeks total return through a combination of growth and income. RPFCX primarily invests its net assets in convertible securities, mainly bonds and preferred stocks.
Christopher Cullom Davis has been the lead manager of RPFCX since July 1, 2016. Most of the fund's holdings were in companies like Capital One Financial Corp (6.5%), Berkshire Hathaway Inc. (6.4%) and Quest Diagnostics Inc (4.9%) as of June 30, 2025.
RPFCX's 3-year and 5-year annualized returns are 18.8% and 15%, respectively. Its net expense ratio is 0.98%. RPFCX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Davis Financial fund seeks long-term growth of capital. RPFGX invests its net assets in securities issued by companies engaged in the financial services sector.
Pierce Crosbie has been the lead manager of RPFGX since Dec. 31, 2018. Most of the fund's holdings were in companies like Capital One Financial Corp. (12.2%), Wells Fargo & Co. (9.5%) and JPMorgan Chase & Co. (8.1%) as of June 30, 2025.
RPFGX's 3-year and 5-year annualized returns are 22.4% and 21.8%, respectively. Its net expense ratio is 0.94%. RPFGX has a Zacks Mutual Fund Rank #1.
Davis Opportunity fund seeks long-term growth of capital. RPEAX invests in common stock and other equity securities of companies with small and medium market capitalizations of less than $20 billion.
Dwight Blazin has been the lead manager of RPEAX since Dec. 31, 2001. Most of the fund's holdings were in companies like Capital One Financial Corp. (7.7%), Quest Diagnostics Inc. (6.6%) and Markel Group Inc. (5.6%) as of June 30, 2025.
RPEAX’s 3-year and 5-year annualized returns are 18.7% and 15%, respectively. Its net expense ratio is 0.95%. RPEAX has a Zacks Mutual Fund Rank #1.
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Buy 3 Davis Mutual Funds for Long-Term Growth
Davis Advisors has operated as an independent employee-owned investment manager since 1969 to oversee multiple equity-focused investment products, which include mutual funds, separately managed accounts and ETFs, and variable annuity portfolios. The investment approach of Davis is to identify businesses with stable operations and skilled management that trade at prices that match market value. The investment approach requires holding funds for extended periods to achieve compound growth, which produces significant returns throughout multiple years. All these elements make it a suitable investment option.
We have chosen three Davis mutual funds — Davis Balanced Fund (RPFCX - Free Report) , Davis Financial (RPFGX - Free Report) and Davis Opportunity (RPEAX - Free Report) — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.
Davis Balanced Fund seeks total return through a combination of growth and income. RPFCX primarily invests its net assets in convertible securities, mainly bonds and preferred stocks.
Christopher Cullom Davis has been the lead manager of RPFCX since July 1, 2016. Most of the fund's holdings were in companies like Capital One Financial Corp (6.5%), Berkshire Hathaway Inc. (6.4%) and Quest Diagnostics Inc (4.9%) as of June 30, 2025.
RPFCX's 3-year and 5-year annualized returns are 18.8% and 15%, respectively. Its net expense ratio is 0.98%. RPFCX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category and other 1 and 2 Ranked Mutual Funds, please click here.
Davis Financial fund seeks long-term growth of capital. RPFGX invests its net assets in securities issued by companies engaged in the financial services sector.
Pierce Crosbie has been the lead manager of RPFGX since Dec. 31, 2018. Most of the fund's holdings were in companies like Capital One Financial Corp. (12.2%), Wells Fargo & Co. (9.5%) and JPMorgan Chase & Co. (8.1%) as of June 30, 2025.
RPFGX's 3-year and 5-year annualized returns are 22.4% and 21.8%, respectively. Its net expense ratio is 0.94%. RPFGX has a Zacks Mutual Fund Rank #1.
Davis Opportunity fund seeks long-term growth of capital. RPEAX invests in common stock and other equity securities of companies with small and medium market capitalizations of less than $20 billion.
Dwight Blazin has been the lead manager of RPEAX since Dec. 31, 2001. Most of the fund's holdings were in companies like Capital One Financial Corp. (7.7%), Quest Diagnostics Inc. (6.6%) and Markel Group Inc. (5.6%) as of June 30, 2025.
RPEAX’s 3-year and 5-year annualized returns are 18.7% and 15%, respectively. Its net expense ratio is 0.95%. RPEAX has a Zacks Mutual Fund Rank #1.
Want key mutual fund info delivered straight to your inbox?
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top performing mutual funds, each week. Get it free >>