DFMIX Mutual Fund (Davidson Multi-Cap Equity Fund Class I) is managed by Davidson Funds with $69.4M in net assets. DFMIX expense ratio is 0.90%, holding 52 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2013-10-30.

DFMIX performance shows a YTD return of 4.76%. The 1-year return is 11.36% and the 5-year return is 9.43%. DFMIX dividend yield stands at 7.42%, paid annually.

DFMIX top holdings include Amazon.Com Inc (4.8%), Alphabet Inc series C (4.7%), Nvidia Corp (4.5%), Microsoft Corp 4.100 Feb 06 37 (4.3%), Apple Inc (4.1%). View all DFMIX holdings, sector breakdown, or dividend history.

DFMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.