NYVTX Rating, Research - Davis Ny Venture A

Davis Ny Venture A (nyvtx)

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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 nyvtx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Davis Ny Venture A (NYVTX) Description: NYVTX is a mutual fund, which is an investment that owns a basket of assets. The NYVTX 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. NYVTXs minimum initial investment amount is $1000 while the IRA minimum is $1000. NYVTXs expense ratio is roughly 1%. The latest NYVTXs front end load was 5% and the back end load was 0%. The Davis Ny Venture A (NYVTX) mutual fund falls under the large-cap mixed category. NYVTX focuses its investments in USA and NYVTX is not affiliated with a particular industry or fund sector. The Davis Ny Venture A (NYVTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find NYVTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of NYVTXs 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 the majority of the assets in equity securities (see equity research) issued by large companies with market capitalizations of at least $10 billion. While it invests primarily in U.S. companies, the fund may also invest in foreign companies.

Management Analysis Update

Davis Ny Venture A's executives / managers make better investing decisions, because their assets are invested along side their client's. Davis Ny Venture A's management team has a long history of working together. This helps ensure consistent future returns. The nyvtx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Davis Ny Venture A has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update