Despite a couple years of relative underperformance, DF Dent Midcap Growth remains an excellent option among mid-cap growth funds. It earns a Morningstar Analyst Rating of Silver for all three share classes.
Will DFDMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFDMX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DFDMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DFDMX’s parent organization’s priorities and whether they’re in line with investors’ interests.