Date updated:12-20-2007
This fund was featured in Fortune Magazines 2007 investors guide as one of the 7 funds to own in 2007.
The magazine had the following to say about the fund:
"Davidson and his co-managers are willing to buy solid stocks of all sizes for their $6.2 billion mostly large-cap portfolio, as long as they find that margin of safety. They also mix in some convertible securities for added income and lower volatility. That kind of conservatism makes the portfolio less likely to keep up during torrid bull runs, but it also serves to limit losses, a key to long-term outperformance"
The fund has returned 0.84%, 7.86%, and 11.60% in annualized returns over the past 1, 3, and 5 year periods respectively.
As of 9/30/07

-
GE
Gen Electric Co - $15.94
- -1.48%
- $15.49
No Analysis added

-
XOM
Exxon Mobil Cp - $74.87
- -2.09%
- $74.65
No Analysis added

-
FRE
Freddie Mac - $1.10
- -1.79%
- $1.09
No Analysis added

-
T
At&t Inc. - $26.99
- -0.33%
- $26.49
No Analysis added

-
SO
Southern Co - $31.61
- -1.31%
- $31.86
No Analysis added

-
UPS
United Parcel Svc - $57.43
- -1.32%
- $57.13
No Analysis added

-
BAC
Bk Of America Cp - $15.47
- -3.01%
- $15.34
No Analysis added

-
KFT
Kraft Foods Inc - $26.64
- -0.60%
- $26.58
No Analysis added
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
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08/02/2007 11:13 AM CDT Asked by pssobss
this fund is taking a bath