Literature
Mutual Funds |
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|---|---|---|
| Selected American Shares | ||
| Fact Sheet | Download Share |
Goals of the Fund, types of companies found in the Portfolio, top holdings, portfolio characteristics and historical performance. |
| Selected American Shares – An Ideal Foundation | Download Share | Discusses the Fund’s consistency in beating the S&P500 and what gives us conviction that future returns will be stronger. |
| Important Facts | Download Share |
Key Fund attributes,
including historical long-term outperformance, below-average expenses and
turnover, experienced managers, and recognition for shareholder stewardship. |
| A History of Long Term Outperformance | Download Share | Discusses the Fund’s growing success in beating the S&P500® as investor holding period increased (ultimately reaching 100%). |
| Distinctive Attributes | Download Share | How our unique culture of rigorous research and stewardship have produced important shareholder benefits, including attractive long-term results, low expenses, low turnover, high alignment of interests, and strong stewardship grades. |
| Morningstar Analyst Report: Selected American Shares | Download Share | Complete Morningstar Analyst report detailing why Selected American Shares merits its highest rating of “Gold”, which Morningstar believes “leads to funds that are more likely to outperform over the long term on a risk-adjusted basis”. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
| Selected International Fund | ||
| Fact Sheet | Download Share | Applying the Davis Investment Discipline to companies outside the United States; Portfolio characteristics, top holdings, and performance. |
| Important Facts | Download Share | Goals of the Fund, what we look for in a business, our alignment with shareholder interests, Portfolio characteristics, and other topics. |
| Portfolio Composition | Download Share | Quarterly update of portfolio characteristics. |
Insights About Davis Advisors |
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| Morningstar's Highest Stewardship Grade | Download Share | Morningstar recognizes our unique commitment to shareholder interests. |
| The Davis Investment Discipline | Download Share | The evolution of our investment discipline over three generations of successful investors, examines what we look for in a company and profiles the investment professionals. |
| The Davis Research Methodology | Download Share | A brief history of Davis Advisors and our unique approach to building long-term wealth through investing in equities, including: what we look for in a company, how we arrive at an appropriate purchase price and the factors that may prompt us to sell a position. |
Insights into Successful Investing |
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| Webcast: Essential Wisdom for Today's Market | View Share | This new webcast shares three crucial insights to help investors successfully navigate today's market. Also available as a readable resource here. |
| Essential Wisdom For Today's Market | Download Share | This new resource shares three crucial insights to help investors successfully navigate today's market. Also available as a webcast here. |
| The Wisdom of Great Investors | Download View Share | Timeless principles that have guided some of history's most successful investors, including Warren Buffett, Ben Graham, Peter Lynch, and others. |
| Fortune Magazine – Warren Buffett: “Why stocks beat gold and bonds” | Download Share | Warren Buffett on the real danger of investments commonly thought of as “safe”, and why “productive assets” like equities offer a much better chance of maintaining purchasing power (compounding wealth after taxes and inflation). |
| 2011 Financial Report of the U.S. Government | Download Share | The 2011 update of the government report referred to in the Selected American Shares Manager Commentary. |
| How to Read Mutual Fund Advertisements Describing Total Return | Download Share | This hypothetical advertisement helps investors read mutual fund ads with a critical eye. (Copyright © 2003 by the Investment Company Institute). |
There is no guarantee that the Funds will continue to deliver consistent investment performance. Equity markets are volatile and an investor may lose money. Past performance is not a guarantee of future results. See the respective resources for important legal disclosures. Davis Distributors, LLC, is the distributor of the Funds.