RPFRX Rating, Research - Davis Real Estate A

Davis Real Estate A (rpfrx)

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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 = 21

Threats + Weaknesses = 7

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to track the performance of a benchmark index that measures the total return of small capitalization U.S. stocks (see stock research). The fund normally invests at least 80% of assets in the Schwab Small-Cap index stocks (see stock research); typically, the actual percentage is considerably higher. It may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Management Analysis Update

Performance Analysis Update