MENU
+Compare
DCSCX
Mutual Fund ticker: NASDAQ
AS OF
Aug 18 closing price
Price
$64.60
Change
-$0.01 (-0.02%)
Net Assets
274.23M

DCSCX Davis Balanced Fund C Forecast, Technical & Fundamental Analysis

The investment seeks total return through a combination of growth and income... Show more

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Wells Fargo & Co (NYSE:WFC), Capital One Financial (NYSE:COF), Applied Materials (NASDAQ:AMAT), Intel Corp (NASDAQ:INTC), Owens Corning (NYSE:OC).

Industry description

The investment seeks total return through a combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest Davis Appreciation & Income Fund's assets in a balanced portfolio of common stock, convertible securities, preferred stock and bonds. It may also hold cash. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in securities issued by either domestic or foreign companies.

Market Cap

The average market capitalization across the Davis Balanced Fund C MF is 622.26B. The market cap for tickers in the group ranges from 12.39B to 2.47T. AMZN holds the highest valuation in this group at 2.47T. The lowest valued company is VTRS at 12.39B.

Volume

The average weekly volume growth across all stocks in the Davis Balanced Fund C MF was 5%. For the same stocks of the MF, the average monthly volume growth was 78% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 40
Price Growth Rating: 38
SMR Rating: 47
Profit Risk Rating: 48
Seasonality Score: -51 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderately Aggressive Allocation
Address
Davis Series Inc2949 E. Elvira Road, Suite 101Tucson
Phone
N/A
Web
www.davisfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PJARX10.770.04
+0.37%
Principal SmallCap Value II R3
IFUTX27.830.01
+0.04%
Invesco Dividend Income R6
VTWAX47.250.02
+0.04%
Vanguard Total World Stock Index Admiral
ETNMX14.73-0.01
-0.07%
Eventide Balanced Fund Class N
GGIJX13.25-0.11
-0.82%
Goldman Sachs Global Infras R6

DCSCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DCSCX has been closely correlated with CGLGX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DCSCX jumps, then CGLGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DCSCX
1D Price
Change %
DCSCX100%
-0.02%
CGLGX - DCSCX
92%
Closely correlated
+0.05%
FGGIX - DCSCX
91%
Closely correlated
+0.05%
GAIHX - DCSCX
91%
Closely correlated
N/A
CGNGX - DCSCX
91%
Closely correlated
N/A
FGIIX - DCSCX
91%
Closely correlated
+0.05%
More