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 All Ordinaries Up 0.50%
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Davis Appreciation & Income B (DCSBX)

30.68 Up 0.28(0.92%) 18 May

Prev Close:30.68
YTD Return*:5.20%
Net Assets*:346.28M
Yield*:0.73%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DCSBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Tyson Foods Cv 3.25%4.416.47
C4.353.30
Intel Cv 3.25%4.087.42
PWR4.0320.43
KSS3.9416.77
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:346.28M
Category:Aggressive Allocation
Annual Report Expense Ratio (net):1.89%
Fund Profile | Holdings

Performance & Risk

YTD Return:5.20%
5y Avg Return:2.41%
Rank in Category (ytd):15
% Rank in Category (ytd):3.28%
Beta (3y):1.54
Morningstar Risk Rating:5
Performance Details | Risk Details

Fund Summary

The investment seeks total return through combination of growth and income. The fund normally invests in convertible securities, common stock, preferred stock, bonds, and cash. Although it invests primarily in U.S. companies, the fund may also invest in foreign companies. The fund's investments in common stock issued by companies across the spectrum of market capitalizations are purchased primarily for their growth potential. Fixed income securities, including both investment grade and high-yield, high-risk debt securities, are purchased both for current income and to provide diversification. View More
Fund Profile
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