DVIPX Davenport Value & Income Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Johnson & Johnson (NYSE:JNJ), Nextera Energy Inc (NYSE:NEE), Anheuser-Busch INBEV SA/NV (NYSE:BUD), Elevance Health (NYSE:ELV), American Tower Corp (NYSE:AMT), SLB Limited (NYSE:SLB), Norfolk Southern Corp (NYSE:NSC).

The investment seeks to achieve long term growth while generating current income through dividend payments on portfolio securities. The 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 are considered to have attractive valuations and dividend income potential. The fund may invest up to 20% of its net assets in ETFs.

The average market capitalization across the Davenport Value & Income MF is 201.01B. The market cap for tickers in the group ranges from 12.85B to 651.25B. JNJ holds the highest valuation in this group at 651.25B. The lowest valued company is WSO at 12.85B.

The average weekly volume growth across all stocks in the Davenport Value & Income MF was 7%. For the same stocks of the MF, the average monthly volume growth was -17% and the average quarterly volume growth was -22%