2 Davis Mutual Funds for Spectacular Returns

Davis Advisors Overview:

• Independent investment management company established in 1969.
• Focuses on equities and long-term investment strategies.
• Offers mutual funds, SMAs, ETFs, and variable accounts.
• Conducts research on company fundamentals for active management.

Recommended Davis Mutual Funds:

• Two funds with Zacks Mutual Fund Rank #1 or 2.
• Positive three-year and five-year annualized returns.
• Minimum initial investments of $5000 and low expense ratios.
• Davis Appreciation & Income Fund DCSYX and Davis Financial RPFGX highlighted.

Davis Appreciation & Income Fund DCSYX:

• Invests in a diversified portfolio including common stock and bonds.
• Lead manager is Creston A. King since Jun 30, 2016.
• Top holdings include Berkshire Hathaway Inc. and Applied Materials, Inc.
• 3-year and 5-year annualized returns are 8.4% and 11%.

Davis Financial RPFGX:

• Invests in securities from financial services sector companies.
• Lead manager is Christopher Cullom Davis since Dec 31, 2013.
• Top holdings include Capital One Financial Corp and Wells Fargo & Co.
• 3-year and 5-year annualized returns are 9.2% and 11.2%.