Skip to Content

Davidson

Davidson Parent Rating

Average

In a competitive industry, Davidson does n't differentiate itself enough, leading to an Average Parent Pillar rating.

A negative contributor to Davidson's rating is its lower-than-average portfolio management retention over the past five years, as elevated turnover bears watching. Lofty fees for the firm's open-end and exchange-traded funds are a weakness, contributing negatively to Davidson's rating and creating a larger performance hurdle. The firm's fund fees, on average, fall within the second most-expensive quintile of similarly distributed strategies.

Davidson Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

129.89 Mil

Investment Flows (TTM)

−1.86 Mil

Asset Growth Rate (TTM)

−1.70%

# of Share Classes

2
Morningstar Rating # of Share Classes
0
0
2
0
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Davidson Multi-Cap Equity A37
Davidson Multi-Cap Equity I26

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

Sponsor Center