DGOCX Mutual Fund

DGOCX Mutual Fund (Davis Opportunity Fund Class C) is managed by Davis Funds with $5.0M in net assets. DGOCX expense ratio is 1.76%, holding 51 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-08-15.

DGOCX performance shows a YTD return of 10.01%. The 1-year return is 15.64% and the 5-year return is 9.27%. DGOCX dividend yield stands at 0.03%, paid annually.

DGOCX top holdings include Quest Diagnostics Inc. (7.1%), Viatris Inc. (6.4%), Wesco International Inc (5.8%), Cash & Equivalents (5.3%), Devon Energy Corp. (4.8%). Go to all DGOCX holdings, DGOCX sectors, or DGOCX dividends.

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