Davidson Mutual Funds Mutual Funds List
Here you can find all mutual funds issued by Davidson Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.15%
- Avg. 1 Year Return
- 18.60%
- Avg. 5 Year Return
- 9.61%
- Median Risk/Return Score
- 37 / 100
Davidson Mutual Funds Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Davidson Multi-Cap Equity Fund | Large Cap Blend Equities | Aug 11, 2008 | 1.15% | 6.86% | 13.60% | 7.03% | 37 |
Explore top Davidson Mutual Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Davidson Mutual Funds Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Davidson Multi-Cap Equity Fund | 37 | — | Aug 2008 |
Best-Performing Davidson Mutual Funds Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Davidson Multi-Cap Equity Fund | 9.61% | — | Aug 2008 |
Lowest-Cost Davidson Mutual Funds Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Davidson Multi-Cap Equity Fund | 1.15% | — | Aug 2008 |
Highest-Yield Davidson Mutual Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Davidson Multi-Cap Equity Fund | 7.03% | — | Aug 2008 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.