DBUYX – Davenport Insider Buying Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. Under normal circumstances, the Insider Buying Fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks of companies that show strong capital appreciation potential, based upon insider buying activity. “Insider buying” means purchases of a company’s stock by a company’s executives, officers and/or directors that occur within a year of the fund’s investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DBUYX	Davenport Insider Buying Fund	No Load	Open	—		Nov 30, 2023	$94.89M	1.010%	Average	$5,000	−$6.36M

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