DCSCX Mutual Fund

DCSCX Mutual Fund (Davis Balanced Fund Class C) is managed by Davis Funds with $4.4M in net assets. DCSCX expense ratio is 1.75%, holding 67 positions across sectors including Financials, Health Care, Industrials. Inception date: 1997-08-12.

DCSCX performance shows a YTD return of 12.68%. The 1-year return is 21.28% and the 5-year return is 10.13%. DCSCX dividend yield stands at 4.99%, paid quarterly.

DCSCX top holdings include Cash & Equivalents (13.2%), Berkshire Hathaway Inc Brk/B Us Equity (5.5%), Viatris Inc. (5.4%), Quest Diagnostics Inc (5.2%), Cvs Health Corp. (5.2%). Go to all DCSCX holdings, DCSCX sectors, or DCSCX dividends.

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