DCSYX Davis Balanced Fund Y Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Davis Balanced Fund Y MF is 528.4B. The market cap for tickers in the group ranges from 14.18B to 2.25T. AMZN holds the highest valuation in this group at 2.25T. The lowest valued company is VTRS at 14.18B.

The average weekly volume growth across all stocks in the Davis Balanced Fund Y MF was 9%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 29%