DFMAX Mutual Fund
DFMAX Mutual Fund
DFMAX Mutual Fund
Davidson Multi-Cap Equity Fund Class A
DFMAX Mutual Fund Overview
DFMAX Mutual Fund (Davidson Multi-Cap Equity Fund Class A) is managed by Davidson Funds with $62.5M in net assets. DFMAX expense ratio is 1.15%, holding 52 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2008-08-11.
DFMAX performance shows a YTD return of 6.90%. The 1-year return is 12.06% and the 5-year return is 8.86%. DFMAX dividend yield stands at 7.01%, paid annually.
DFMAX top holdings include Nvidia Corp (5.8%), Alphabet Inc (5.6%), Amazon.Com Inc (5.0%), Apple, Inc (4.5%), Microsoft Corp (4.2%). Go to all DFMAX holdings, DFMAX sectors, or DFMAX dividends.
DFMAX can be compared against other funds. Use DFMAX overlap to find shared positions, or DFMAX vs another fund for a side-by-side view. DFMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.