DCSYX Mutual Fund

DCSYX Mutual Fund (Davis Balanced Fund Class Y) is managed by Davis Funds with $165.6M in net assets. DCSYX expense ratio is 0.67%, holding 67 positions across sectors including Financials, Health Care, Industrials. Inception date: 1996-11-13.

DCSYX performance shows a YTD return of 13.34%. The 1-year return is 20.53% and the 5-year return is 11.11%. DCSYX dividend yield stands at 1.75%, paid quarterly.

DCSYX top holdings include Cash & Equivalents (14.0%), Berkshire Hathaway Inc Brk/B Us Equity (5.4%), Quest Diagnostics Inc. (5.3%), Viatris Inc. (5.0%), Capital One Financial Corp. (4.9%). Go to all DCSYX holdings, DCSYX sectors, or DCSYX dividends.

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