DFMIX Mutual Fund
DFMIX Mutual Fund
DFMIX Mutual Fund
Davidson Multi-Cap Equity Fund Class I
DFMIX Mutual Fund Overview
DFMIX Mutual Fund (Davidson Multi-Cap Equity Fund Class I) is managed by Davidson Funds with $72.4M in net assets. DFMIX expense ratio is 0.90%, holding 52 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-10-30.
DFMIX performance shows a YTD return of 7.05%. The 1-year return is 12.32% and the 5-year return is 9.38%. DFMIX dividend yield stands at 7.26%, paid annually.
DFMIX top holdings include Amazon.Com Inc (4.8%), Alphabet Inc. C (4.7%), Nvidia Corp. (4.5%), Microsoft Corp (4.3%), Apple, Inc (4.1%). Go to all DFMIX holdings, DFMIX sectors, or DFMIX dividends.
DFMIX can be compared against other funds. Use DFMIX overlap to find shared positions, or DFMIX vs another fund for a side-by-side view. DFMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.