DGFYX Mutual Fund

DGFYX Mutual Fund

NAV$33.41
See how much of DGFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jun 30, 2026

Net Assets
$645M
Expense Ratio
0.70%
Dividend Yield (Current)
7.94%
Holdings
40
Inception Date
Jul 25, 2007
Fund Family
Davis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+3.41%
1 Year+18.44%
3 Year+17.40%
5 Year+9.37%
10 Year+11.02%

Asset Allocation

Stocks: 98.91%
Cash: 1.09%
See how much of DGFYX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
YMM:SHFull Truck A-Adr5.55%
TCOM:SHTrip.Com Group Limited Sponsored Adr (1 Ads : 0.5 Ordinary)4.76%
MGMMgm Resorts International4.66%
005930:KRSamsung Electronics (Equity)4.62%
DVNDevon Energy Corporation4.50%
Top 10 Concentration: 45.66%Report Date: Jun 30, 2026
Download all 40 holdings for DGFYX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
7.94%
Frequency
Annually
Latest Distribution
$3.05
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DGFYX Mutual Fund Overview

DGFYX Mutual Fund (Davis Global Fund Class Y) is managed by Davis Funds with $644.8M in net assets. DGFYX expense ratio is 0.70%, holding 40 positions across sectors including Consumer Discretionary, Health Care, Communication Services. Inception date: 2007-07-25.

DGFYX performance shows a YTD return of 3.41%. The 1-year return is 18.44% and the 5-year return is 9.37%. DGFYX dividend yield stands at 7.94%, paid annually.

DGFYX top holdings include Full Truck A-Adr (5.5%), Trip.Com Group Limited Sponsored Adr (1 Ads : 0.5 Ordinary) (4.8%), Mgm Resorts International (4.7%), Samsung Electronics (Equity) (4.6%), Devon Energy Corporation (4.5%). Go to all DGFYX holdings, DGFYX sectors, or DGFYX dividends.

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