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Morningstar

Driehaus Small Cap Growth Investor DVSMX

Morningstar Medalist Rating
Medalist Rating as of | See Driehaus Investment Hub
  • NAV / 1-Day Return 21.74  /  −0.09 %
  • Total Assets 774.9 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.34%
  • Turnover 154%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:12 AM GMT+0

Morningstar’s Analysis DVSMX

Will DVSMX 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 DVSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DVSMX 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 DVSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Driehaus Small Cap Growth Investor's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DVSMX

More DVSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

4.08 28.7 Mil
Technology

Monday.Com Ltd Ordinary Shares

2.42 17.0 Mil
Technology

Saia Inc

2.28 16.0 Mil
Industrials

Axon Enterprise Inc

2.04 14.3 Mil
Industrials

BellRing Brands Inc Class A

2.01 14.1 Mil
Consumer Defensive

e.l.f. Beauty Inc

2.00 14.0 Mil
Consumer Defensive

Vaxcyte Inc Ordinary Shares

1.99 13.9 Mil
Healthcare

Camtek Ltd

1.95 13.7 Mil
Technology

Xenon Pharmaceuticals Inc

1.84 12.9 Mil
Healthcare

Onto Innovation Inc

1.81 12.7 Mil
Technology