DBUYX Mutual Fund

DBUYX Mutual Fund (Davenport Insider Buying Fund) is managed by Davenport & Company LLC with $97.4M 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 14.45%. The 1-year return is 19.83%. DBUYX dividend yield stands at 0.37%, paid quarterly.

DBUYX top holdings include First Am Treas Obli-X (5.2%), Schwab Strategic T (4.3%), Mastercard Inc (3.8%), International Flavors & Fragrances Inc. (3.7%), Microsoft Corp (3.6%). 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.