Davis Opportunity A Fund (RPEAX - Free Report) seeks appreciation of capital in the long run. RPEAX invests the lion’s shares of its assets in securities of non-U.S. based companies of any market capitalization from emerging as well as developed economies. RPEAX invests primarily in common stocks which may include indirect holdings through depositary receipts.
This Mid Cap Blend producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 12.8% and 5 year almost 17.3%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
RPEAX’s performance, as of the last filing, when compared to funds in its category was in the top 45% over the past 1 year, and in the top 5% over the past 3 years and in the top 1% over the past 5 years.
The Davis Opportunity A Fund, as of the last filing, allocates their fund in top two major groups; Large Value and Large Growth. Further, as of the last filing, Apache Corp, Wells Fargo & Co and Amazon.com Inc were the top holdings for RPEAX.
This Zacks Rank #1 (Strong Buy) was incepted in May 1984 and is managed by Davis Funds. CGRCX carries an expense ratio of 0.95% and requires a minimal initial investment of $1,000.
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