About DFMAX
The Davidson Multi-Cap Equity Fund Class A is a mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities across all market capitalizations and styles. This fund maintains a flexible, unconstrained approach, allocating assets among large, mid, and small-cap companies, while blending both value and growth investment strategies. Its portfolio is diversified, typically holding 45–55 individual securities, and focuses on quality companies with proven management teams, solid balance sheets, and growth potential. The fund emphasizes stock selection over sector rotation, intending to differentiate performance through individual company success rather than industry trends. Managed by experienced professionals, the fund is positioned as a "one-stop" solution for investors seeking broad equity exposure and aims to capture opportunities across the economic landscape. It is categorized as a large blend fund and is benchmarked against the S&P Composite 1500 Total Return Index, underscoring its comprehensive U.S. equity market coverage.
Fund Family Davidson Mutual Funds
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DFMAX
Share Class Class A
Index S&P Composite 1500 TR
DFMAX had a total return of 5.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.52%.
