DCSCX Mutual Fund

DCSCX Mutual Fund (Davis Balanced Fund Class C) is managed by Davis Funds with $3.8M in net assets. DCSCX expense ratio is 1.75%, holding 63 positions across sectors including Financials, Health Care, Energy. Inception date: 1997-08-12.

DCSCX performance shows a YTD return of 13.31%. The 1-year return is 27.21% and the 5-year return is 10.71%. DCSCX dividend yield stands at 4.96%, paid quarterly.

DCSCX top holdings include Cash (13.4%), Berkshire Hathaway Inc. (5.9%), Quest Diagnostics Inc (5.0%), Viatris Inc. (4.9%), Capital One Financial Corp. (4.8%). Go to all DCSCX holdings, DCSCX sectors, or DCSCX dividends.

DCSCX can be compared against other funds. Use DCSCX overlap to find shared positions, or DCSCX vs another fund for a side-by-side view. DCSCX alternatives are available via the screener, along with tax-loss harvesting opportunities.