Nasdaq - Delayed Quote USD

Davenport Insider Buying (DBUYX)

10.40
-0.01
(-0.10%)
At close: May 30 at 8:00:30 PM EDT

Investment Information

Min Initial Investment
5,000
Min Initial Investment, IRA
20
Min Initial Investment, AIP
50
Min Subsequent Investment
5,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

Fund Summary

Under normal circumstances, the fund will generally invest in common stocks of companies that show strong capital appreciation potential, have strong and focused management, solid balance sheets and a history of proven results. It may invest up to 20% of its net assets in ETFs. The fund may invest up to 30% of its net assets in common stocks of foreign issuers when, in the Adviser’s opinion, such investments would be advantageous to the fund and help the fund achieve its investment objective.

Fund Overview

Category Large Blend
Fund Family Davenport
Net Assets 88.27M
YTD Return -8.43%
Yield 0.84%
Morningstar Rating --
Inception Date Nov 30, 2023

Performance & Risk

YTD Return -4.77%
5y Average Return 0.00%
Rank in Category (ytd) 96
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

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