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Davis Real Estate Fund Class Y (0P00002THZ)

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45.380 +0.600    +1.34%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Davis Funds
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 73.5M
Davis Real Estate Fund Class Y 45.380 +0.600 +1.34%

Davis Real Estate Fund Class Y Overview

 
On this page you'll find an in-depth profile of Davis Real Estate Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of 0P00002THZ among other information.
Category

Real Estate

Total Assets

73.5M

Expenses

0.75%

Inception Date

Nov 08, 1996

Investment Strategy

The investment seeks total return through a combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest at least 80% of the fund's net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. The fund invests principally in common stocks of domestic companies and may invest in foreign companies (including indirect holdings of a foreign issuer's common stock through depositary receipts).

Contact Information

Address 2949 E. Elvira Rd., Suite 101
Tucson,AZ 85706
United States
Phone +1 8002790279

Top Executives

Name Title Since Until
Chandler Spears President 2002 Now
Biography Chandler Spears – President, Portfolio Manager/Research Analyst Chandler Spears joined Davis Selected Advisers in November 2000 as a Research Analyst and is now a Portfolio Manager for Davis Real Estate Securities portfolios. Prior to joining the firm, he was Director of Investor Relations at Charles E. Smith Residential, and earlier Director of Real Estate Research at SNL Securities. Mr. Spears received his M.S. from the University of Virginia and his undergraduate degree from James Madison University.
Andrew Adams Davis President 1994 Now
Biography Andrew Davis has served as a Portfolio Manager since January 1994 and was a Research Analyst. Andrew Davis joined Davis Advisors in 1993, and is now the portfolio manager for the Davis Real Estate Securities and Appreciation and Income portfolios. He started in the financial industry in 1985. Previously, he was employed at PaineWebber, Inc. as Vice President managing both its Convertible Security Research and Closed-End Bond Fund Research departments. He is a graduate of Colby College.
Shelby M.C. Davis Advisor 1994 1994
Biography Davis founded Davis Advisors in 1969. Mr. Davis advises the Portfolio Research Team on investment themes, strategies, and stock selection. Mr. Davis began his career at the Bank of New York where he rose to be the Head of the Research Department and was named the youngest Vice President since Alexander Hamilton. He is a graduate of Princeton University.
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