Industry description
The investment seeks long term capital appreciation.
Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes, although the advisor does not currently intend to borrow for investment purposes) will be invested in common stocks and shares of ETFs that invest primarily in common stocks. The advisor focuses on superior risk/return opportunities using a flexible, concentrated and opportunistic approach. The fund is non-diversified.
Market Cap
The average market capitalization across the Davenport Equity Opportunities MF is 30.7B. The market cap for tickers in the group ranges from 3.41B to 66.71B. ORLY holds the highest valuation in this group at 66.71B. The lowest valued company is ENOV at 3.41B.
Volume
The average weekly volume growth across all stocks in the Davenport Equity Opportunities MF was 127%. For the same stocks of the MF, the average monthly volume growth was 110% and the average quarterly volume growth was 303%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 82
P/E Growth Rating: 62
Price Growth Rating: 60
SMR Rating: 55
Profit Risk Rating: 44
Seasonality Score: -12 (-100 ... +100)