| Amount | Holding |
|---|---|
| 6.05% | Berkshire Hathaway Inc Class B |
| 4.70% | Applied Materials Inc |
| 4.43% | Amazon.com Inc |
| 4.18% | Utd Tech |
| 4.12% | Intel Corp |
| 4.06% | Capital One Financial Corp |
| 4.04% | Alphabet Inc Class C |
| 3.77% | Wells Fargo & Co |
| 3.13% | U.S. Bancorp |
| 3.11% | Texas Instruments Inc |
| 2.70% | Bank of New York Mellon Corp |
| 2.53% | Oracle Corporation 1.9% |
| 2.44% | Federal Home Loan Mortgage Corporation 3.13% |
| 2.42% | Johnson Controls International PLC |
| 2.40% | Microsoft Corp |
| 2.36% | Quest Diagnostics Inc |
| 2.23% | AIA Group Ltd |
| 2.23% | DNB ASA |
| 2.16% | Verizon Communications Inc. 1% |
| 2.12% | Government National Mortgage Association 1% |
| 2.09% | Federal National Mortgage Association 4% |
| 2.04% | United States Treasury Notes 1.12% |
| 2.02% | JPMorgan Chase & Co |
| 1.99% | American Express Co |
| 1.97% | Jpmcc Commercial Mortgage Securities 2.48% |
Expense Ratio Rating
6 /10
Expense Rating
3 /10
Market Score
3 /10
Category Score
5 /10
Market Size
3 /10
$DCSYX Alternatives
41%
FI Score
- dcsyx
- Mutual Fund
- Allocation
- All-In-One
Davis Appreciation & Income Fund Class Y
Expenses: 0.69% (Better than 1% of similar funds)
This is a bad choice for a All-In-One Allocation fund. See why ยป