DFMIX Mutual Fund (Davidson Multi-Cap Equity Fund Class I) is managed by Davidson Funds with $70.3M in net assets. DFMIX expense ratio is 0.90%, holding 52 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2013-10-30.

DFMIX performance shows a YTD return of 5.07%. The 1-year return is 11.36% and the 5-year return is 9.43%. DFMIX dividend yield stands at 7.42%, paid annually.

DFMIX 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 DFMIX holdings, sector breakdown, or dividend history.

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