Davidson Multi-cap Financials
| DFMIX Fund | USD 33.70 0.54 1.63% |
Davidson |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Davidson Multi-cap Fund Summary
Davidson Multi-cap competes with Franklin Emerging, Segall Bryant, Ashmore Emerging, Barings Emerging, and Pace International. The fund invests at least 80 percent of its net assets in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It invests its assets in both value and growth stocks, as well as dividend-paying and non-dividend-paying stocks. The fund may invest up to 25 percent of its net assets in foreign securities.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Series Trust |
| Mutual Fund Family | Davidson Mutual Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 332 0529 |
| Currency | USD - US Dollar |
Davidson Multi-cap Key Financial Ratios
Davidson Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davidson Multi-cap's current stock value. Our valuation model uses many indicators to compare Davidson Multi-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davidson Multi-cap competition to find correlations between indicators driving Davidson Multi-cap's intrinsic value. More Info.Davidson Multi Cap Equity is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davidson Multi Cap Equity is roughly 7.49 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davidson Multi-cap's earnings, one of the primary drivers of an investment's value.Davidson Multi Cap Systematic Risk
Davidson Multi-cap's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Davidson Multi-cap volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Davidson Multi Cap correlated with the market. If Beta is less than 0 Davidson Multi-cap generally moves in the opposite direction as compared to the market. If Davidson Multi-cap Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Davidson Multi Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Davidson Multi-cap is generally in the same direction as the market. If Beta > 1 Davidson Multi-cap moves generally in the same direction as, but more than the movement of the benchmark.
Davidson Multi-cap March 25, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Davidson Multi-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Davidson Multi Cap Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Davidson Multi Cap Equity based on widely used predictive technical indicators. In general, we focus on analyzing Davidson Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Davidson Multi-cap's daily price indicators and compare them against related drivers.
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 3.83 | |||
| Value At Risk | (1.58) | |||
| Potential Upside | 1.24 |
Other Information on Investing in Davidson Mutual Fund
Davidson Multi-cap financial ratios help investors to determine whether Davidson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davidson with respect to the benefits of owning Davidson Multi-cap security.
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