Morningstar

Driehaus Small/Mid Cap Growth Fund DSMDX

Morningstar Medalist Rating
Medalist Rating as of | See Driehaus Investment Hub
  • NAV / 1-Day Return 23.78  /  +0.81 %
  • Total Assets 103.7M
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.790%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.33%
  • Turnover 152%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:15 AM GMT+0

Morningstar’s Analysis DSMDX

Will DSMDX outperform in the 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 DSMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Driehaus Small/Mid Cap Growth holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings DSMDX

More DSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Astera Labs Inc

3.31 4M
Technology

Bloom Energy Corp Class A

2.67 3M
Industrials

Planet Labs PBC Class A

2.65 3M
Industrials

Credo Technology Group Holding Ltd

2.44 3M
Technology

Comfort Systems USA Inc

2.16 2M
Industrials

Rocket Lab Corp

2.04 2M
Industrials

Coherent Corp

2.00 2M
Technology

Lumentum Holdings Inc

1.99 2M
Technology

Praxis Precision Medicines Inc Ordinary Shares

1.96 2M
Healthcare

Guardant Health Inc

1.82 2M
Healthcare

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