Mutual Funds
New York Venture Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Fall Review 2023 | July 2023 |
| Davis New York Venture Fund: Selective. Attractive Growth. Undervalued. | September 2023 |
| Barron's Interview: Opportunities Across a More Rational Market - Including the Big Banks | July 2023 |
| A History of Long Term Outperformance | September 2023 |
| Davis Research: Uncovering Value in Clean Energy | October 2023 |
| Portfolio Composition | September 2023 |
International Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Semi-Annual Review 2023 | June 2023 |
| Davis International Fund: Selective. Attractive Growth. Undervalued. | September 2023 |
| Portfolio Composition | September 2023 |
Global Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Semi-Annual Review 2023 | June 2023 |
| Davis Global Fund: Selective. Attractive Growth. Undervalued. | September 2023 |
| Davis Research: Uncovering Value in Clean Energy | October 2023 |
| Portfolio Composition | September 2023 |
Financial Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Semi-Annual Review 2023 | June 2023 |
| Davis Financial Fund: Selective. Attractive Growth. Undervalued. | September 2023 |
| Barron's Interview: Opportunities Across a More Rational Market - Including the Big Banks | July 2023 |
| Davis Financial Fund Brochure | September 2023 |
| Portfolio Composition | September 2023 |
Opportunity Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Semi-Annual Review 2023 | June 2023 |
| Davis Opportunity Fund: Selective. Attractive Growth. Undervalued. | September 2023 |
| Davis Research: Uncovering Value in Clean Energy | October 2023 |
| Portfolio Composition | September 2023 |
Appreciation and Income Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
Real Estate Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Manager Commentary - Semi-Annual Review 2023 | June 2023 |
| Portfolio Composition | September 2023 |
Government Bond Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
Government Money Market Fund
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
Variable Accounts
Value Portfolio
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Portfolio Composition | September 2023 |
Real Estate Portfolio
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Portfolio Composition | September 2023 |
Financial Portfolio
| Resource | Date |
|---|---|
| Fund Fact Sheet | September 2023 |
| Portfolio Composition | September 2023 |
Investing Insights
About Davis Advisors
| Resource | Date |
|---|---|
| Selective. Attractive Growth. Undervalued. | September 2023 |
| The Davis Research Methodology | December 2022 |
Successful Investing
| Resource | Date |
|---|---|
| The Wisdom of Great Investors | January 2023 |
| Mastering the Mental Game of Investing | March 2023 |
| Davis Research: Uncovering Value in Clean Energy | October 2023 |
| Wisdom of Great Investors – Quotes | March 2023 |
| Timeless Wisdom for Creating Long Term Wealth | December 2022 |
Managing Your Account
| Resource | Date |
|---|---|
| Breakpoints - How To Reduce Your Sales Charge On Class A Shares | |
| Frequently Asked Questions Regarding Escheatment |