About DGFAX
Davis Global Fund Class A is an actively managed mutual fund with a primary focus on long-term capital growth. The fund invests in a diversified portfolio of common stocks from both U.S. and international companies, spanning developed and emerging markets. Following the Davis Investment Discipline, it emphasizes acquiring durable, well-managed businesses with sustainable competitive advantages and attractive long-term growth prospects that are trading at valuations below their intrinsic value. The fund is highly selective, typically including a concentrated number of holdings to target companies with strong earnings growth and resilient business models. Notable sectors impacted include technology, financials, and consumer discretionary, with top holdings such as Meta Platforms, Capital One Financial, and major Asian and European firms. Geographically, the portfolio is balanced across North America, Asia, and Europe, offering broad exposure and diversification. As one of Davis Advisors’ flagship strategies, Davis Global Fund Class A plays a significant role in providing investors with access to global opportunities, aiming for growth while maintaining a disciplined, research-driven approach to stock selection.
Fund Family Davis Funds
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol DGFAX
Share Class Class A
Index MSCI AC World NR USD
DGFAX had a total return of 3.88% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.35%.
