RPEAX Rating, Research - Davis Opportunity A

Davis Opportunity A (rpeax)

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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 = 131

Threats + Weaknesses = 87

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

Fund Management Team

Fund Description Update

Davis Opportunity A (RPEAX) Description: RPEAX is a mutual fund, which is an investment that owns a basket of assets. The RPEAX 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 average fund size classification. RPEAXs minimum initial investment amount is $1000 while the IRA minimum is $1000. RPEAXs expense ratio is roughly 1%. The latest RPEAXs front end load was 5% and the back end load was 0%. The Davis Opportunity A (RPEAX) mutual fund falls under the large-cap growth category. RPEAX focuses its investments in USA and RPEAX is not affiliated with a particular industry or fund sector. The Davis Opportunity A (RPEAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find RPEAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of RPEAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide investment results that will match 200% of the performance of the Nasdaq 100 Index. The fund invests in leveraged derivative instruments, which primarily consist of equity index swaps, futures contracts, and options on securities, futures contracts, and stock indices. It will invest at least 80% of net assets in financial instruments with economic characteristics that should perform similarly to the securities of companies included in the underlying index. It is a non-diversified enhanced index.

Management Analysis Update

Performance Analysis Update