DBUYX Mutual Fund

DBUYX Mutual Fund (Davenport Insider Buying Fund) is managed by Davenport & Company LLC with $97.7M in net assets. DBUYX expense ratio is 1.01%, holding 39 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2023-12-01.

DBUYX performance shows a YTD return of 10.53%. The 1-year return is 15.55%. DBUYX dividend yield stands at 0.24%, paid quarterly.

DBUYX top holdings include First Am Treas Obli-X (6.1%), Schwab Strategic T (4.1%), Microsoft Corp (3.8%), Martin Marietta Materials Inc. (3.4%), Darling Ingredients, Inc. (3.2%). Go to all DBUYX holdings, DBUYX sectors, or DBUYX dividends.

DBUYX can be compared against other funds. Use DBUYX overlap to find shared positions, or DBUYX vs another fund for a side-by-side view. DBUYX alternatives are available via the screener, along with tax-loss harvesting opportunities.