Davenport Core Leaders Fund
DAVPX
NASDAQ
Rating
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Fund Information
Fund Type
Category
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Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Davenport
Manager/Tenure
(Years)
(Years)
George L. Smith (15), Christopher G. Pearson (6), Jeffrey Omohundro (3)
Address
Davenport & Company LLC
Richmond VA - 23219
Richmond VA - 23219
Country
United States
Phone Number
--
Investment Strategy
The investment seeks long-term growth of capital. Under normal circumstances, the fund will invest at least 80% of its net assets in common stocks. The advisor will generally invest in common stocks of market-leading companies that show strong capital appreciation potential, have strong and focused management, solid balance sheets and a history of proven results. It may invest up to 30% of its net assets in common stocks of foreign issuers when, in the Advisor's opinion, such investments would be advantageous to the fund and help the fund achieve its investment objective.