Davenport Equity is trading at 24.18 as of the 25th of March 2025; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 24.15. Davenport Equity has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds net assets will be invested in common stocks and shares of ETFs that invest primarily in common stocks. The advisor focuses on superior riskreturn opportunities using a flexible, concentrated and opportunistic approach. More on Davenport Equity Opportunities
Davenport Equity Opportunities [DEOPX] is traded in USA and was established 25th of March 2025. Davenport Equity is listed under Davenport category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Davenport family. This fund currently has accumulated 407.27 M in assets under management (AUM) with minimum initial investment of 5 K. Davenport Equity Opp is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.0%, while the total return for the last 3 years was 5.08%.
Check Davenport Equity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Davenport Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Davenport Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Davenport Equity Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Davenport Equity Opportunities Mutual Fund Constituents
Other Information on Investing in Davenport Mutual Fund
Davenport Equity financial ratios help investors to determine whether Davenport 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 Davenport with respect to the benefits of owning Davenport Equity security.