Davidson Multi-cap is trading at 36.01 as of the 17th of February 2026; that is 1.15% down since the beginning of the trading day. The fund's open price was 36.43. Davidson Multi-cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 19th of November 2025 and ending today, the 17th of February 2026. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. It invests its assets in both value and growth stocks, as well as dividend-paying and non-dividend-paying stocks. More on Davidson Multi Cap Equity
Davidson Multi Cap Equity [DFMAX] is traded in USA and was established 17th of February 2026. Davidson Multi-cap is listed under Davidson Mutual Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Davidson Mutual Funds family. This fund currently has accumulated 121.48 M in assets under management (AUM) with no minimum investment requirementsDavidson Multi Cap is currently producing year-to-date (YTD) return of 2.63% with the current yeild of 0.01%, while the total return for the last 3 years was 13.61%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Davidson Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Davidson Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Davidson Multi Cap Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
The fund generated five year return of 11.0%. Davidson Multi Cap retains 97.01% of assets under management (AUM) in equities. This fund last dividend was 0.13 per share. Large Blend To learn more about Davidson Multi Cap Equity call the company at 877-332-0529.
Davidson Multi-cap issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Davidson Multi Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Davidson bonds can be classified according to their maturity, which is the date when Davidson Multi Cap Equity has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Davidson Multi-cap intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Davidson Multi-cap mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Davidson Multi-cap's time-series forecasting models are one of many Davidson Multi-cap's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Davidson Multi-cap's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Other Information on Investing in Davidson Mutual Fund
Davidson Multi-cap financial ratios help investors to determine whether Davidson Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davidson with respect to the benefits of owning Davidson Multi-cap security.