DGVCX Mutual Fund

DGVCX Mutual Fund

NAV$5.14
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Fund Essentials - as of Jun 30, 2026

Net Assets
$346,802.14
Expense Ratio
1.75%
Dividend Yield (Current)
2.10%
Holdings
51
Inception Date
Aug 19, 1997
Fund Family
Davis Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+0.75%
1 Year+2.29%
3 Year+3.28%
5 Year+0.63%
10 Year+0.34%

Asset Allocation

Bonds: 92.73%
Cash: 7.27%
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Top Holdings

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TickerNameWeight
-Small Business Administration11.27%
-Government National Mortgage Association 2.681 02/20/19719.47%
-Citigroup Inc 5.33 03/27/20367.27%
-Federal Home Loan Mortgage Corp. 1% 01/25/20365.94%
-Government National Mortgage A Gnr 2012 H08 Fc5.73%
Top 10 Concentration: 62.42%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
2.10%
Frequency
Monthly
Latest Distribution
$0.00
-

Peer Comparison

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

DGVCX Mutual Fund Overview

DGVCX Mutual Fund (Davis Government Bond Fund Class C) is managed by Davis Funds with $346,802.14 in net assets. DGVCX expense ratio is 1.75%, holding 51 positions across sectors including Financials. Inception date: 1997-08-19.

DGVCX performance shows a YTD return of 0.75%. The 1-year return is 2.29% and the 5-year return is 0.63%. DGVCX dividend yield stands at 2.10%, paid monthly.

DGVCX top holdings include Small Business Administration (11.3%), Government National Mortgage Association 2.681 02/20/1971 (9.5%), Citigroup Inc 5.33 03/27/2036 (7.3%), Federal Home Loan Mortgage Corp. 1% 01/25/2036 (5.9%), Government National Mortgage A Gnr 2012 H08 Fc (5.7%). Go to all DGVCX holdings, DGVCX sectors, or DGVCX dividends.

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