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DBUYX Davenport Insider Buying Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Mastercard (NYSE:MA), Charles Schwab Corp (The) (NYSE:SCHW).

Industry description

The investment seeks long-term growth of capital. Under normal circumstances, the Insider Buying Fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of companies that show strong capital appreciation potential, based upon insider buying activity. “Insider buying” means purchases of a company’s stock by a company’s executives, officers and/or directors that occur within a year of the fund’s investment.

Market Cap

The average market capitalization across the Davenport Insider Buying MF is 310.67B. The market cap for tickers in the group ranges from 7.01B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is HXL at 7.01B.

Volume

The average weekly volume growth across all stocks in the Davenport Insider Buying MF was 1%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 51
Price Growth Rating: 47
SMR Rating: 50
Profit Risk Rating: 58
Seasonality Score: -30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Details
Category
Mid-Cap Blend
Address
C/O Ultimus Fund Solutions, LLC225 Pictoria Drive, Suite 450Cincinnati
Phone
866-738-1126
Web
www.jamestownfunds.com
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DBUYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DBUYX has been closely correlated with VSMPX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if DBUYX jumps, then VSMPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DBUYX
1D Price
Change %
DBUYX100%
N/A
VSMPX - DBUYX
87%
Closely correlated
N/A
VTSAX - DBUYX
6%
Poorly correlated
N/A
VTSMX - DBUYX
6%
Poorly correlated
N/A
VSTSX - DBUYX
6%
Poorly correlated
N/A
VITSX - DBUYX
6%
Poorly correlated
N/A
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