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- 2023 Semiannual Distributions
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New Video Series with Portfolio Manager Chris Davis -
Retirement and Educational
Savings Accounts
Important Retirement Plan Information
Investor Education
Mastering the Mental
Game of Investing
A video series to help you develop the mindset of a successful investor.
Watch the Series| Wisdom of Great Investors: The Quotes | Download Share | Insights from Buffett, Graham, Lynch and others on investor behavior that may improve returns. |
| Account Inactivity: How to Avoid Escheatment | View Share | Information on common questions regarding escheatment of mutual fund accounts and when they may be considered abandoned property. |
| 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.