DVIPX Davenport Value & Income Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Oracle Corp (NYSE:ORCL), JPMorgan Chase & Co (NYSE:JPM), Johnson & Johnson (NYSE:JNJ), Lowe's Companies (NYSE:LOW), Nextera Energy Inc (NYSE:NEE), Elevance Health (NYSE:ELV).

The investment seeks to achieve long term growth while generating current income through dividend payments on portfolio securities. Under normal circumstances, the fund will invest primarily in common stocks of companies that have established business models, attractive valuations, a history of dividend payment and growth, and/or dividend growth potential. The Advisor seeks to identify companies that may be undervalued because they are currently out of favor with the market or temporarily misunderstood by the investment community. The fund may invest up to 20% of its net assets in ETFs.

The average market capitalization across the Davenport Value & Income MF is 298.01B. The market cap for tickers in the group ranges from 12.79B to 871.41B. ORCL holds the highest valuation in this group at 871.41B. The lowest valued company is LAMR at 12.79B.

The average weekly volume growth across all stocks in the Davenport Value & Income MF was -62%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was -27%