Davenport Equity Opportunities (DEOPX)
* As of 30-Jun-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.96%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||38|
|% Rank in Category (ytd):||4.94%|
|Morningstar Risk Rating:||1|
The investment seeks long term capital appreciation.
Under normal circumstances, at least 80% of the Davenport Equity Opportunities fund's net assets (including the amount of any borrowings for investment purposes, although the advisor does not currently intend to borrow for investment purposes) will be invested in common stocks and shares of ETFs that invest primarily in common stocks. The advisor focuses on superior risk/return opportunities using a flexible, concentrated and opportunistic approach. The fund is non-diversified. View More