Davenport Equity Opportunities Fund

Class Other (DEOPX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 4 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A+ (Buy)

#4 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Williamsburg Investment Trust funds

See full Mid-Cap Growth rankings

See more fund rankings

Performance

The fund has returned 26.55 percent over the past year, and 18.12 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 4.1%
1 Year 26.5%
3 Years (Annualized) 18.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more DEOPX performance

Summary

The investment seeks long term capital appreciation. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes, although the fund 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 fund typically seeks opportunities with potential for above average capital appreciation and, therefore, will emphasize investments in common stocks of medium and small capitalization companies. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Davenport Equity Opportunities Fund has an expense ratio of 1.01 percent.

See more DEOPX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more DEOPX risk

See Also:

Top Williamsburg Investment Trust Funds