DFDPX – Fund Analysis – DF Dent Premier Growth Investor | Morningstar

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Will DFDPX outperform in future?

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

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Process Pillar

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

People Pillar

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

Summary

| Mar 27, 2023

A sound investment process and strong management team underpin DF Dent Premier Growth Investor's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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