Fund info

Davis Balanced Fund Class A is an open-end mutual fund designed to provide investors with total return through a combination of capital appreciation and income. The fund employs a balanced investment strategy, typically allocating about two-thirds of its portfolio to durable, well-managed equities and roughly one-third to high-quality bonds. This blend seeks to harness the growth potential of stocks while mitigating risk with the relative stability of fixed income securities. Davis Balanced Fund Class A invests across a spectrum of company sizes and market capitalizations, and may include both domestic and foreign issuers. The fund leverages rigorous, independent research in its security selection process, aiming to achieve attractive long-term results while actively managing risks. Noted for its stewardship and client-centric approach, the fund is categorized under the Lipper Mixed-Asset Target Allocation Growth group, making it suitable for investors seeking a single-fund solution that balances exposure to both stocks and bonds to support long-term growth and income objectives.