DCSYX Mutual Fund (Davis Balanced Fund Class Y) is managed by Davis Funds with $157.9M in net assets. DCSYX expense ratio is 0.67%, holding 63 positions across sectors including Other, Financials, Health Care. Inception date: 1996-11-13.

DCSYX performance shows a YTD return of 10.75%. The 1-year return is 23.45% and the 5-year return is 11.42%. DCSYX dividend yield stands at 6.07%, paid quarterly.

DCSYX top holdings include Put - Otc USD Versus Zar 1700% 08/19/2026 (13.4%), Berkshire Hathaway, Inc. Clb (5.9%), Quest Diagnostics Inc (5.0%), Viatris Inc. (4.9%), Capital One Financial Corp. (4.8%). View all DCSYX holdings, sector breakdown, or dividend history.

DCSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DCSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.