DFIBX Rating, Research - Davis Financial B

Davis Financial B (dfibx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 57

Threats + Weaknesses = 40

When strengths & opportunities substantially exceed threats & weaknesses an investment in the dfibx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Davis Financial B (DFIBX) Description: DFIBX is a mutual fund, which is an investment that owns a basket of assets. The DFIBX mutual fund was provided by Davis and this investment vehicle derives the majority of its value from equity holdings (stocks). Daviss mutual fund has a long management tenure and is in the small fund size classification. DFIBXs minimum initial investment amount is $1000 while the IRA minimum is $1000. DFIBXs expense ratio is roughly 2%. The latest DFIBXs front end load was 0% and the back end load was 4%. The Davis Financial B (DFIBX) mutual fund falls under the financial category. DFIBX focuses its investments in USA and DFIBX is focused on the financial industry or fund sector. The Davis Financial B (DFIBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find DFIBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of DFIBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests at least 80% of net assets in securities issued by companies principally engaged in the financial services sector. It has the flexibility to invest a limited portion of its assets in non-financial companies, to invest in companies of any size, to invest in companies whose shares may be subject to controversy, to invest in foreign securities, and to invest in non-equity securities (see equity research).

Management Analysis Update

Performance Analysis Update