Davidson Multi Cap Equity Fund Minimum Initial Investment
| DFMIX Fund | USD 35.24 0.28 0.80% |
Davidson Multi Cap Equity fundamentals help investors to digest information that contributes to Davidson Multi's financial success or failures. It also enables traders to predict the movement of Davidson Mutual Fund. The fundamental analysis module provides a way to measure Davidson Multi's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Davidson Multi mutual fund.
Davidson |
Davidson Multi Cap Equity Mutual Fund Minimum Initial Investment Analysis
Davidson Multi's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Davidson Multi Minimum Initial Investment | 250 K |
Most of Davidson Multi's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Davidson Multi Cap Equity is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
| Competition |
Based on the recorded statements, Davidson Multi Cap Equity has a Minimum Initial Investment of 250 K. This is much higher than that of the Davidson Mutual Funds family and significantly higher than that of the Large Blend category. The minimum initial investment for all United States funds is notably lower than that of the firm.
Did you try this?
Run Content Syndication Now
Content SyndicationQuickly integrate customizable finance content to your own investment portal |
| All Next | Launch Module |
Fund Asset Allocation for Davidson Multi
The fund consists of 97.6% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Davidson Multi's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Davidson Fundamentals
| Price To Earning | 18.57 X | ||||
| Price To Book | 2.48 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 136.36 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 21.28 % | ||||
| One Year Return | 27.78 % | ||||
| Three Year Return | 8.94 % | ||||
| Five Year Return | 15.10 % | ||||
| Ten Year Return | 11.67 % | ||||
| Net Asset | 121.48 M | ||||
| Minimum Initial Investment | 250 K | ||||
| Last Dividend Paid | 0.2 | ||||
| Cash Position Weight | 2.40 % | ||||
| Equity Positions Weight | 97.60 % |
About Davidson Multi Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Davidson Multi Cap Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davidson Multi using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davidson Multi Cap Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |