MENU

DBUYX Davenport Insider Buying Forecast, Technical & Fundamental Analysis

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

Category: #Mid-Cap Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Mastercard (NYSE:MA), Charles Schwab Corp (The) (NYSE:SCHW), Nextera Energy Inc (NYSE:NEE), Bristol-Myers Squibb Co (NYSE:BMY), EOG Resources (NYSE:EOG).

Industry description

The investment seeks long-term growth of capital. 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.

Market Cap

The average market capitalization across the Davenport Insider Buying MF is 146.25B. The market cap for tickers in the group ranges from 11.2B to 502.04B. MA holds the highest valuation in this group at 502.04B. The lowest valued company is CRL at 11.2B.

Volume

The average weekly volume growth across all stocks in the Davenport Insider Buying MF was 30%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 62
Price Growth Rating: 28
SMR Rating: 45
Profit Risk Rating: 54
Seasonality Score: -33 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
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
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OWLSX22.99N/A
N/A
Old Westbury Large Cap Strategies
GSXAX48.17-0.02
-0.04%
abrdn US Small Cap Equity A
DPRRX14.72-0.08
-0.54%
Nomura Global Listed Real Assets R
PURGX23.20-0.25
-1.07%
PGIM Global Real Estate R4
IOGYX52.45-1.60
-2.96%
Invesco Gold & Special Minerals R5

DBUYX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DBUYX has been closely correlated with VIMSX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if DBUYX jumps, then VIMSX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DBUYX
1D Price
Change %
DBUYX100%
+0.08%
VIMSX - DBUYX
90%
Closely correlated
-0.08%
VIMAX - DBUYX
90%
Closely correlated
-0.07%
VMCIX - DBUYX
90%
Closely correlated
-0.08%
VSMPX - DBUYX
87%
Closely correlated
+0.57%
VEMPX - DBUYX
84%
Closely correlated
-0.41%
More
Davenport Insider Buying (DBUYX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com