DCSYX Mutual Fund

DCSYX Mutual Fund (Davis Balanced Fund Class Y) is managed by Davis Funds with $162.9M in net assets. DCSYX expense ratio is 0.67%, holding 67 positions across sectors including Financials, Health Care, Industrials. Inception date: 1996-11-13.

DCSYX performance shows a YTD return of 10.40%. The 1-year return is 18.46% and the 5-year return is 11.32%. DCSYX dividend yield stands at 1.79%, paid quarterly.

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

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