Davidson Multi Cap Equity Fund Quote

DFMIX Fund  USD 33.16  0.11  0.33%   

Performance

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Odds Of Distress

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Davidson Multi is trading at 33.16 as of the 22nd of March 2025; that is 0.33 percent decrease since the beginning of the trading day. The fund's open price was 33.27. Davidson Multi has about a 22 % 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 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
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. Davidson Multi-Cap is traded on NASDAQ Exchange in the United States. More on Davidson Multi Cap Equity

Moving together with Davidson Mutual Fund

  0.81DFMAX Davidson Multi CapPairCorr
  0.75VTSAX Vanguard Total StockPairCorr
  0.81VFIAX Vanguard 500 IndexPairCorr
  0.75VTSMX Vanguard Total StockPairCorr
  0.81VITSX Vanguard Total StockPairCorr

Davidson Mutual Fund Highlights

Fund ConcentrationDavidson Mutual Funds, Large Blend Funds, Large Blend, Davidson Mutual Funds (View all Sectors)
Update Date31st of March 2025
Davidson Multi Cap Equity [DFMIX] is traded in USA and was established 22nd of March 2025. Davidson Multi is listed under Davidson Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Davidson Mutual Funds family. This fund currently has accumulated 121.48 M in assets under management (AUM) with minimum initial investment of 250 K. Davidson Multi Cap is currently producing year-to-date (YTD) return of 2.05% with the current yeild of 0.0%, while the total return for the last 3 years was 9.1%.
Check Davidson Multi Probability Of Bankruptcy

Instrument Allocation

Top Davidson Multi Cap Equity Mutual Fund Constituents

BDXBecton Dickinson andStockHealth Care
FDXFedExStockIndustrials
WFCWells FargoStockFinancials
TMUST MobileStockCommunication Services
SFMSprouts Farmers MarketStockConsumer Staples
AMGNAmgen IncStockHealth Care
AAPLApple IncStockInformation Technology
CRMSalesforceStockInformation Technology
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Davidson Multi Cap Risk Profiles

Davidson Multi Against Markets

Other Information on Investing in Davidson Mutual Fund

Davidson Multi 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 security.
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