News
Transformative Technology Strategies Lead in Tumultuous Markets
Shauvik Haldar
|
The broader markets reversed course and was down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
12/20/24
Davenport Small Cap Focus Fund
DSCPX | Fund | Other
$17.75
+0.57%
$972.39 M
0.59%
$0.10
4.69%
3.33%
10.27%
-
0.90%
Davenport Core Leaders Fund
DAVPX | Fund | Other
$36.35
+0.50%
$969.63 M
0.13%
$0.05
22.26%
7.58%
11.26%
10.70%
0.87%
Davenport Value & Income Fund
DVIPX | Fund | Other
$18.60
+1.09%
$897.33 M
1.64%
$0.31
12.99%
2.90%
5.95%
6.98%
0.87%
Davenport Equity Opportunities Fund
DEOPX | Fund | Other
$24.89
+0.44%
$854.42 M
0.00%
-
11.82%
3.96%
10.78%
10.11%
0.88%
Davenport Balanced Income Fund
DBALX | Fund | Other
$13.07
+0.62%
$246.01 M
2.51%
$0.33
8.69%
1.87%
4.22%
-
0.93%
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