DF Dent Midcap Growth remains a fine mid-cap growth fund despite its recent stretch of underperformance. It earns a Morningstar Medalist Rating of Silver for all three share classes.
- NAV / 1-Day Return 29.49 / 0.51 %
- Total Assets 565.2 Mil
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.00
- Turnover 35%
Morningstar’s Analysis DFDMX
Will DFDMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 40
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector