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), Johnson Controls International plc (NYSE:JCI), SLB Limited (NYSE:SLB), American Tower Corp (NYSE:AMT).

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 193.34B. The market cap for tickers in the group ranges from 15.15B to 640.02B. JNJ holds the highest valuation in this group at 640.02B. The lowest valued company is LAMR at 15.15B.

The average weekly volume growth across all stocks in the Davenport Value & Income MF was 75%. For the same stocks of the MF, the average monthly volume growth was 45% and the average quarterly volume growth was 38%