Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Davis Balanced Fund · RPFCX, DCSCX, DCSYX cheaper | 9% | 0.67% | Davis Selected Advisers, L.P. |
| 2 | Davis Opportunity Fund · RPEAX, DGOCX, DGOYX cheaper | 5% | 0.68% | Davis Selected Advisers, L.P. |
| 3 | Clipper Fund · CFIMX cheaper | 5% | 0.70% | Davis Selected Advisers, L.P. |
| 4 | Selected American Shares · SLASX, SLADX cheaper | 3% | 0.66% | Davis Selected Advisers, L.P. |
| 5 | Davis Equity Portfolio · QDVPAX cheaper | 2% | 0.72% | Davis Selected Advisers, L.P. |
| 6 | Davis Financial Portfolio · QDFPAX | 1% | 0.76% | Davis Selected Advisers, L.P. |
| 7 | Davis Real Estate Portfolio · QDRPAX | 1% | 1.00% | Davis Selected Advisers, L.P. |
| 8 | Davis Financial Fund · RPFGX, DFFCX, DVFYX cheaper | 1% | 0.71% | Davis Selected Advisers, L.P. |
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