Davis Global is trading at 34.40 as of the 29th of September 2025; that is 0.58% up since the beginning of the trading day. The fund's open price was 34.2. Davis Global has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 1st of July 2025 and ending today, the 29th of September 2025. Click here to learn more.
Davis Selected Advisers, L.P. , the funds investment adviser, uses the Davis Investment Discipline to invest Davis Global Funds portfolio principally in common stocks issued by both United States and foreign companies, including countries with developed or emerging markets. More on Davis Global Fund
Davis Global Fund [DGFYX] is traded in USA and was established 29th of September 2025. Davis Global is listed under Davis Funds category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Davis Funds family. This fund currently has accumulated 773.29 M in assets under management (AUM) with minimum initial investment of 5 M. Davis Global is currently producing year-to-date (YTD) return of 16.71% with the current yeild of 0.01%, while the total return for the last 3 years was 19.64%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Davis Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Davis Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Davis Global Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Davis Mutual Fund
Davis Global financial ratios help investors to determine whether Davis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davis with respect to the benefits of owning Davis Global security.