DCSYX Mutual Fund

DCSYX Mutual Fund (Davis Balanced Fund Class Y) is managed by Davis Funds with $162.2M in net assets. DCSYX expense ratio is 0.67%, holding 63 positions across sectors including Financials, Health Care, Energy. Inception date: 1996-11-13.

DCSYX performance shows a YTD return of 14.02%. The 1-year return is 28.60% and the 5-year return is 11.91%. DCSYX dividend yield stands at 5.90%, paid quarterly.

DCSYX 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 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.