Davis Balanced Fund Y DCSYX

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76.67 USD +0.72 (+0.95%)

At closeNov 5, 2026, 8:10 AM EST

Day range unavailable

66.36 52-week range 77.41
YTD
+13.87%
1 year
+13.07%
EPS (ttm)
5.09
P/E ratio
15.07
YTD return
+13.87%
1-year return
+13.07%
Previous close
75.95
52-week range
66.36 – 77.41

2Y +13.72 (+22.05%)

6070Nov 24Jan 25Mar 25May 25Jul 25Sep 25Nov 25Jan 26Mar 26May 26Jul 26Sep 2675.95

Key statistics

Enterprise value
0
PEG ratio
0.00
Price / sales
0.00
Price / book
0.00
Dividend yield
0.00%
Payout ratio
0.00%
Short % of float
0.00%
50-day average
63.69
200-day average
61.07

About Davis Balanced Fund Y

The fund's investment adviser uses the Davis Investment Discipline to invest Davis Appreciation & Income Fund's assets in a balanced portfolio of common stock, convertible securities, preferred stock and bonds. It may also hold cash. The fund may invest in large, medium or small companies without regard to market capitalization and may invest in securities issued by either domestic or foreign companies.

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