News

December 1, 2016

Davidson Funds Announces Estimated Capital Gains Distributions

July 1, 2015

Multi-Cap Equity Fund Managers Featured in The Wall Street Transcript

February 19, 2015

Davidson Funds Featured on MutualFunds.com

December 1, 2014

Davidson Funds Announces Estimated Capital Gains Distributions


Headquarters: Great Falls, MT
Toll-free: 1-877-332-0529
Founded: 1975
Assets Under Management: $1.6 billion

A flexible fund for the long-term investor

Designed to accommodate investors' varied needs

Davidson Investment Advisors offers a publicly-traded mutual fund for its Multi-Cap Equity investment strategy through Davidson Funds. The Fund is managed using our firm's methodology for this strategy.

DAVIDSON MULTI-CAP EQUITY FUND
  • Intended to be a one-stop fund for investors
  • Diversified by economic sector and adjusted based on market opportunity
  • Fund holdings unrestricted by market capitalizations or style classifications
DAVIDSON MULTI-CAP EQUITY FUND
  • Intended to be a one-stop fund for investors
  • Diversified by economic sector and adjusted based on market opportunity
  • Fund holdings unrestricted by market capitalizations or style classifications

Davidson Investment Advisors, Inc. is the investment adviser for Davidson Funds and provides discretionary investment advisory services to the Funds pursuant to an investment advisory agreement between the Advisor and the Trust (the "Advisory Agreement"). The Advisor's corporate headquarters address is Davidson Building, 8 Third Street North, Great Falls, Montana 59401-3155. The Advisor has provided investment advisory services to individuals, banks, pension and profit sharing plans, trusts, estates, foundations and corporations since 1975. As of September 30, 2016, the Advisor managed $1.6 billion in assets. The Advisor has provided investment advisory services to the Funds since their inception. The Advisor is a wholly-owned subsidiary of D.A. Davidson Companies, a financial services holding company.

The Advisor provides the Funds with advice on buying and selling securities. The Advisor also furnishes the Funds with office space and certain administrative services and provides most of the personnel needed by the Funds.