DFMAX Mutual Fund

DFMAX Mutual Fund (Davidson Multi-Cap Equity Fund Class A) is managed by Davidson Funds with $63.3M 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. [Nvda] (5.8%), Alphabet, Inc.- Cl C (5.6%), Amazon.Com Inc Common Stock Usd.01 (5.0%), Apple Inc: Debt (4.5%), Microsoft Corp_None_0 (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.