DFMAX Mutual Fund (Davidson Multi-Cap Equity Fund Class A) is managed by Davidson Funds with $62.8M in net assets. DFMAX expense ratio is 1.15%, holding 52 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2008-08-11.

DFMAX performance shows a YTD return of 4.62%. The 1-year return is 11.07% and the 5-year return is 7.28%. DFMAX dividend yield stands at 7.16%, paid annually.

DFMAX top holdings include Amazon.Com Inc (4.8%), Alphabet Inc. C (4.7%), Nvidia Corp. (4.5%), Microsoft Corp (4.3%), Apple, Inc (4.1%). View all DFMAX holdings, sector breakdown, or dividend history.

DFMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DFMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.