2 Davis Mutual Funds for Spectacular Returns
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 26 2024
0mins
Source: NASDAQ.COM
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%.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.








