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DCSCX Davis Appreciation & Income C

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Fund DCSCX Davis Appreciation & Income C BUFBX Buffalo Flexible Income  
100% 86%
Annual Fees
(1.72% Exp. Ratio)
(1.01% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.68% annual return
$23,422.96 $29,068.80
Est. savings over 30 yrs +$5,645.84
As of 12/31/16
1 YR RETURN 8.33%
3 YR 0.23%
5 YR 6.65%
10 YR 2.75%
1 YR RETURN 9.90%
3 YR 3.73%
5 YR 7.51%
10 YR 5.95%
The investment seeks total return through combination of growth and income. The fund's investment adviser uses the Davis Investment Discipline to invest Davis Appreciation & Income Fund's assets in common stock, convertible securities, preferred stock, and bonds. The fund may also hold cash. The fund may invest in large, medium, or small companies without regard to market capitalization and may invest in securities issued by either domestic or foreign companies.
The investment seeks to generate high current income and, as a secondary objective, the long-term growth of capital. The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges and U.S. over-the-counter markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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