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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.63% 0.17% 506.36M 22990.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.61% 34.00% 61.66M Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The investment adviser of the Fund uses the Davis Investment Discipline to invest the Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by both United States and foreign companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Davis Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

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Performance Versus Peer Group

 
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15%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-22.42%
31.29%
22.73%
-4.02%
-14.19%
20.62%
24.35%
27.57%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
5.53%
29.51%
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32.14%
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19.06%
13.96%
19.11%
--
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--
--
--
22.06%
--
--
--
23.85%
-17.84%
24.25%
19.45%
19.09%
As of December 18, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 99.80%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.20%
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Basic Info

Investment Strategy
The Fund seeks long-term growth of capital. The investment adviser of the Fund uses the Davis Investment Discipline to invest the Fund's portfolio principally in common stocks (including indirect holdings of common stock through depositary receipts) issued by both United States and foreign companies.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Value
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Multi-Cap Value
Global Macro Equity Global
US Macro Developed Global Markets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Global Funds
Fund Owner Firm Name Davis Funds
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%

View Basic Info
Start Trial

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