DGOYX Mutual Fund

DGOYX Mutual Fund (Davis Opportunity Fund Class Y) is managed by Davis Funds with $302.9M in net assets. DGOYX expense ratio is 0.69%, holding 49 positions across sectors including Health Care, Financials, Industrials. Inception date: 1997-09-18.

DGOYX performance shows a YTD return of 14.02%. The 1-year return is 30.23% and the 5-year return is 11.20%. DGOYX dividend yield stands at 11.28%, paid annually.

DGOYX top holdings include Quest Diagnostics Inc (6.7%), Viatris Inc. (6.1%), Coterra Energy Inc (5.5%), Wesco International Inc (5.3%), Lexington Cnty S C Sch Dist No 001 3.0% 01-Feb-2030 (5.2%). Go to all DGOYX holdings, DGOYX sectors, or DGOYX dividends.

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