News
Navigating Volatility: Tech & Financial Strategies Lead the Market Charge
Shauvik Haldar
|
Despite volatility, for the rolling month the broader markets were marginally up.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/19/24
Davenport Small Cap Focus Fund
DSCPX | Fund | Other
$18.19
+0.33%
$972.39 M
0.57%
$0.10
16.20%
3.02%
11.72%
-
0.90%
Davenport Core Leaders Fund
DAVPX | Fund | Other
$37.76
+0.43%
$969.63 M
0.12%
$0.05
29.39%
7.58%
12.29%
10.90%
0.87%
Davenport Value & Income Fund
DVIPX | Fund | Other
$20.27
-0.34%
$897.33 M
1.50%
$0.31
23.06%
4.08%
7.65%
7.54%
0.87%
Davenport Equity Opportunities Fund
DEOPX | Fund | Other
$25.40
+0.08%
$854.42 M
0.00%
-
21.94%
3.93%
11.73%
10.50%
0.88%
Davenport Balanced Income Fund
DBALX | Fund | Other
$13.58
-0.15%
$238.39 M
2.41%
$0.33
16.04%
2.49%
5.25%
-
0.93%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
Davenport In The News
News
Financial Strategies Surge While Real Estate and Chinese Equities Remain in the Red
Shauvik Haldar
|
Overall, for the rolling month the broader markets continued to post moderate gains.
News
Precious Metals Sparkle: Gold, Silver, and Palladium Outperform in Rolling Month
Shauvik Haldar
|
Overall, for the rolling month the broader markets were slightly up.
News
Chinese Stocks and Gold Continue to Lead the Charge
Shauvik Haldar
|
Overall, for the rolling month the broader markets remained marginally up.
Davenport Research
Mutual Fund Education
Understanding the Growing Interest in Collective Investment Trusts
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Taxation
How to Use Tax-Managed Funds
Justin Kuepper
|
Let's see why mutual funds could incur surprise taxes and how tax-managed funds...
Mutual Fund Education
Identifying the Warning Signs of a Bear Market
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Portfolio Management
Special Report: Engaging Millennials Through Their Increasing Interest in Dividend Investing
Check out our special report on engaging millennials through their increasing interest in...