DFDMX – DF Dent Midcap Growth Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of medium-sized companies ("80% Policy"). It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), and exchange-traded funds ("ETFs").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFDMX	DF Dent Midcap Growth Fund Investor Shares	No Load	Open			Jul 1, 2011	$65.74M	0.930%	Average	$2,500	−$38.52M
DFMGX	DF Dent Midcap Growth Fund Institutional Shares	Institutional	Open			Nov 29, 2017	$108.33M	0.850%	Average	$500,000	−$77.30M
DFMLX	DF Dent Midcap Growth Fund Institutional Plus Shares	Institutional	Open			Nov 1, 2021	$31.11M	0.790%	Below Average	$100M	−$8.99M

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