We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Buy These 3 Davis Mutual Funds for Diversified Returns
Read MoreHide Full Article
Davis Advisors is an equity-oriented investment management company founded in 1969. It offers mutual funds, ETFs, SMAs and variable contracts. Davis mutual funds invest in stocks and follow a value investment approach. It looks for undervalued companies, considering several factors such as price, earnings, financial condition and operating ability.
All investments are held for the long term, rather than frequently changing portfolio positions in response to short-term market movements. All these factors make it a value-oriented investment approach.
We have chosen three Davis mutual funds, Davis NY Venture (NYVCX - Free Report) , Davis Balanced Fund (DCSCX - Free Report) and Davis Financial (DFFCX - Free Report) , which 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 NY Venture fund seeks long-term growth of capital. NYVCX invests the majority of its assets in equity securities issued by companies with a market capitalization of at least $10 billion that are of high quality and whose shares are selling at attractive prices.
Christopher Cullom Davis has been the lead manager of NYVCX since Oct. 1, 1995. Most of the fund’s holdings were in companies like Capital One Financial Corp (8.4%), Applied Materials, Inc. (6.6.%) and Meta Platforms, Inc. (5.2%) as of Oct. 31, 2025.
NYVCX’s 3-year and 5-year annualized returns are 21.3% and 8.8%, respectively. Its net expense ratio is 1.75%. NYVCX 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 Balanced Fund seeks total return through a combination of growth and income. DCSCX invests most of its net assets in convertible securities, mainly bonds and preferred stocks.
Darin Prozes has been the lead manager of DCSCX since Oct. 25, 2021. Most of the fund’s holdings were in companies like Capital One Financial Corp (6.8%), Berkshire Hathaway Inc. (6.1%) and Applied Materials, Inc. (5.4%) as of Dec. 31, 2025.
DCSCX’s 3-year and 5-year annualized returns are 18% and 9.4%, respectively. Its net expense ratio is 1.75%. DCSCX has a Zacks Mutual Fund Rank #1.
Davis Financial fund seeks long-term growth of capital. Under normal circumstances, the fund invests majority of its net assets in securities issued by companies engaged in the financial services sector.
Pierce Crosbie has been the lead manager of DFFCX since Dec. 31, 2018. Most of the fund’s holdings were in companies like Capital One Financial Corp (12%), Wells Fargo & Co (9.6%) and JPMorgan Chase & Co. (7.7%) as of Dec. 31, 2025.
DFFCX’s 3-year and 5-year annualized returns are 21.3% and 11.5%, respectively. Its net expense ratio is 1.74%. DFFCX 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 >>
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Buy These 3 Davis Mutual Funds for Diversified Returns
Davis Advisors is an equity-oriented investment management company founded in 1969. It offers mutual funds, ETFs, SMAs and variable contracts. Davis mutual funds invest in stocks and follow a value investment approach. It looks for undervalued companies, considering several factors such as price, earnings, financial condition and operating ability.
All investments are held for the long term, rather than frequently changing portfolio positions in response to short-term market movements. All these factors make it a value-oriented investment approach.
We have chosen three Davis mutual funds, Davis NY Venture (NYVCX - Free Report) , Davis Balanced Fund (DCSCX - Free Report) and Davis Financial (DFFCX - Free Report) , which 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 NY Venture fund seeks long-term growth of capital. NYVCX invests the majority of its assets in equity securities issued by companies with a market capitalization of at least $10 billion that are of high quality and whose shares are selling at attractive prices.
Christopher Cullom Davis has been the lead manager of NYVCX since Oct. 1, 1995. Most of the fund’s holdings were in companies like Capital One Financial Corp (8.4%), Applied Materials, Inc. (6.6.%) and Meta Platforms, Inc. (5.2%) as of Oct. 31, 2025.
NYVCX’s 3-year and 5-year annualized returns are 21.3% and 8.8%, respectively. Its net expense ratio is 1.75%. NYVCX 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 Balanced Fund seeks total return through a combination of growth and income. DCSCX invests most of its net assets in convertible securities, mainly bonds and preferred stocks.
Darin Prozes has been the lead manager of DCSCX since Oct. 25, 2021. Most of the fund’s holdings were in companies like Capital One Financial Corp (6.8%), Berkshire Hathaway Inc. (6.1%) and Applied Materials, Inc. (5.4%) as of Dec. 31, 2025.
DCSCX’s 3-year and 5-year annualized returns are 18% and 9.4%, respectively. Its net expense ratio is 1.75%. DCSCX has a Zacks Mutual Fund Rank #1.
Davis Financial fund seeks long-term growth of capital. Under normal circumstances, the fund invests majority of its net assets in securities issued by companies engaged in the financial services sector.
Pierce Crosbie has been the lead manager of DFFCX since Dec. 31, 2018. Most of the fund’s holdings were in companies like Capital One Financial Corp (12%), Wells Fargo & Co (9.6%) and JPMorgan Chase & Co. (7.7%) as of Dec. 31, 2025.
DFFCX’s 3-year and 5-year annualized returns are 21.3% and 11.5%, respectively. Its net expense ratio is 1.74%. DFFCX 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 >>