NYVBX Rating, Research - Davis Ny Venture B

Davis Ny Venture B (nyvbx)

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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 = 86

Threats + Weaknesses = 56

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

Fund Management Team

Fund Description Update

Davis Ny Venture B (NYVBX) Description: NYVBX is a mutual fund, which is an investment that owns a basket of assets. The NYVBX 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 large fund size classification. NYVBXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NYVBXs expense ratio is roughly 2%. The latest NYVBXs front end load was 0% and the back end load was 4%. The Davis Ny Venture B (NYVBX) mutual fund falls under the large-cap mixed category. NYVBX focuses its investments in USA and NYVBX is not affiliated with a particular industry or fund sector. The Davis Ny Venture B (NYVBX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NYVBXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NYVBXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks reasonable income. The fund normally invests at least 80% of assets in equity securities (see equity research). It invests approximately 50% of total assets in common stocks (see stock research), 15% in REITs and other real estate related investments, 15% in convertible securities, and 20% in preferred stocks (see stock research). The fund focuses on equity securities (see equity research) that pay current dividends and show potential for capital appreciation. It may also invest in other types of equity securities (see equity research) and debt securities of domestic and foreign issuers.

Management Analysis Update

Performance Analysis Update