Skip to Content
Morningstar

Dana Epiphany Small Cap Eq Instl DSCIX

Morningstar Medalist Rating
Medalist Rating as of | See Dana Investment Hub
  • NAV / 1-Day Return 12.98  /  −1.37 %
  • Total Assets 27.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.31%
  • Turnover 59%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis DSCIX

Will DSCIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSCIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Dana Epiphany Small Cap Eq Instl's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings DSCIX

More DSCIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atkore Inc

2.14 629,140
Industrials

Installed Building Products Inc

2.10 616,295
Consumer Cyclical

GMS Inc

2.09 614,021
Industrials

Boot Barn Holdings Inc

2.07 608,389
Consumer Cyclical

Applied Industrial Technologies Inc

2.04 600,354
Industrials

Clean Harbors Inc

2.02 591,851
Industrials

Advanced Drainage Systems Inc

2.01 591,644
Industrials

EnerSys

1.98 581,874
Industrials

Axsome Therapeutics Inc

1.98 581,024
Healthcare

Lantheus Holdings Inc

1.96 576,342
Healthcare