Davidson Multi Cap Equity Fund Manager Performance Evaluation
| DFMAX Fund | USD 36.19 0.21 0.58% |
The fund shows a Beta (market volatility) of 0.33, which means possible diversification benefits within a given portfolio. As returns on the market increase, Davidson Multi-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Davidson Multi-cap is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Davidson Multi Cap Equity are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Davidson Multi-cap may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more1 | Exclusive JPMorgan Steps Further Into Crypto With Tokenized Money Fund - The Wall Street Journal | 12/15/2025 |
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Davidson |
Davidson Multi-cap Relative Risk vs. Return Landscape
If you would invest 3,291 in Davidson Multi Cap Equity on October 30, 2025 and sell it today you would earn a total of 307.00 from holding Davidson Multi Cap Equity or generate 9.33% return on investment over 90 days. Davidson Multi Cap Equity is currently producing 0.155% returns and takes up 1.1406% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Davidson, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Davidson Multi-cap Current Valuation
Overvalued
Today
Please note that Davidson Multi-cap's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Davidson Multi Cap shows a prevailing Real Value of $33.1 per share. The current price of the fund is $36.19. We determine the value of Davidson Multi Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Davidson Multi-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Davidson Mutual Fund. However, Davidson Multi-cap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 36.19 | Real 33.1 | Hype 31.84 | Naive 36.46 |
The intrinsic value of Davidson Multi-cap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Davidson Multi-cap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Davidson Multi Cap Equity helps investors to forecast how Davidson mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Davidson Multi-cap more accurately as focusing exclusively on Davidson Multi-cap's fundamentals will not take into account other important factors: Davidson Multi-cap Target Price Odds to finish over Current Price
The tendency of Davidson Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 36.19 | 90 days | 36.19 | about 9.27 |
Based on a normal probability distribution, the odds of Davidson Multi-cap to move above the current price in 90 days from now is about 9.27 (This Davidson Multi Cap Equity probability density function shows the probability of Davidson Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Davidson Multi-cap has a beta of 0.33 suggesting as returns on the market go up, Davidson Multi-cap average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Davidson Multi Cap Equity will be expected to be much smaller as well. Additionally Davidson Multi Cap Equity has an alpha of 0.1061, implying that it can generate a 0.11 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Davidson Multi-cap Price Density |
| Price |
Predictive Modules for Davidson Multi-cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Davidson Multi Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Davidson Multi-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Davidson Multi-cap is not an exception. The market had few large corrections towards the Davidson Multi-cap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Davidson Multi Cap Equity, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Davidson Multi-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 0.33 | |
σ | Overall volatility | 1.51 | |
Ir | Information ratio | 0.05 |
Davidson Multi-cap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Davidson Multi-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Davidson Multi Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | |
| The fund retains 97.01% of its assets under management (AUM) in equities |
Davidson Multi-cap Fundamentals Growth
Davidson Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Davidson Multi-cap, and Davidson Multi-cap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Davidson Mutual Fund performance.
| Price To Earning | 19.15 X | ||||
| Price To Book | 2.61 X | ||||
| Price To Sales | 1.90 X | ||||
| Total Asset | 99.16 M | ||||
About Davidson Multi-cap Performance
Evaluating Davidson Multi-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Davidson Multi-cap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Davidson Multi-cap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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. The fund may invest up to 25 percent of its net assets in foreign securities.Things to note about Davidson Multi Cap performance evaluation
Checking the ongoing alerts about Davidson Multi-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Davidson Multi Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Gold and Silver Funds Surged. Crypto Took a Dive. - Barrons | |
| The fund retains 97.01% of its assets under management (AUM) in equities |
- Analyzing Davidson Multi-cap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Davidson Multi-cap's stock is overvalued or undervalued compared to its peers.
- Examining Davidson Multi-cap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Davidson Multi-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Davidson Multi-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Davidson Multi-cap's mutual fund. These opinions can provide insight into Davidson Multi-cap's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |