Davidson Multi Cap Equity Fund Minimum Initial Investment

DFMAX Fund  USD 25.09  2.07  1.73%   
Davidson Multi Cap Equity fundamentals help investors to digest information that contributes to Davidson Multi-cap's financial success or failures. It also enables traders to predict the movement of Davidson Mutual Fund. The fundamental analysis module provides a way to measure Davidson Multi-cap's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Davidson Multi-cap mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Davidson Minimum Initial Investment Analysis

Davidson Multi-cap's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.

Minimum Initial Investment

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First Fund Deposit

More About Minimum Initial Investment | All Equity Analysis
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
Competition

Davidson Multi-cap Minimum Initial Investment Component Assessment

Based on the recorded statements, Davidson Multi Cap Equity has a Minimum Initial Investment of 0.0. This indicator is about the same for the Davidson Mutual Funds average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).

Davidson Minimum Initial Investment Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Davidson Multi-cap's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Davidson Multi-cap could also be used in its relative valuation, which is a method of valuing Davidson Multi-cap by comparing valuation metrics of similar companies.
Davidson Multi is currently under evaluation in minimum initial investment among similar funds.

Fund Asset Allocation for Davidson Multi-cap

The fund consists of 97.01% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.
Asset allocation divides Davidson Multi-cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Davidson Fundamentals

About Davidson Multi-cap Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Davidson Multi Cap Equity's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davidson Multi-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davidson Multi Cap Equity based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests at least 80 percent of its net assets in equity securities across a wide range of market capitalizations and investment styles with attractive fundamental characteristics. Davidson Multi-Cap is traded on NASDAQ Exchange in the United States.

Pair Trading with Davidson Multi-cap

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Davidson Multi-cap position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Davidson Multi-cap will appreciate offsetting losses from the drop in the long position's value.

Moving together with Davidson Mutual Fund

  0.74VTSAX Vanguard Total StockPairCorr
  0.72VFIAX Vanguard 500 IndexPairCorr
  0.74VTSMX Vanguard Total StockPairCorr
  0.74VITSX Vanguard Total StockPairCorr
  0.74VSMPX Vanguard Total StockPairCorr
The ability to find closely correlated positions to Davidson Multi-cap could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Davidson Multi-cap when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Davidson Multi-cap - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Davidson Multi Cap Equity to buy it.
The correlation of Davidson Multi-cap is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Davidson Multi-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Davidson Multi-cap Equity moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Davidson Multi-cap can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out Davidson Multi-cap Piotroski F Score and Davidson Multi-cap Altman Z Score analysis.
Note that the Davidson Multi-cap Equity information on this page should be used as a complementary analysis to other Davidson Multi-cap's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

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When running Davidson Multi-cap's price analysis, check to measure Davidson Multi-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Davidson Multi-cap is operating at the current time. Most of Davidson Multi-cap's value examination focuses on studying past and present price action to predict the probability of Davidson Multi-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Davidson Multi-cap's price. Additionally, you may evaluate how the addition of Davidson Multi-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Davidson Multi-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Davidson Multi-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Davidson Multi-cap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.