Morningstar

Driehaus Small/Mid Cap Growth Fund DSMDX

Morningstar Medalist Rating
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Medalist Rating as of See Driehaus Investment Hub
  • NAV / 1-Day Return $19.95  /  −2.40 %
  • Fund Size $97.3M
  • Adjusted Expense Ratio 0.800%
  • Net Expense Ratio 0.790%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $10,000
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 152%
NAV and 1-Day Return as of

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 16.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Northern Institutional US Government

4.87 5M
Cash and Equivalents

Guardant Health Inc

2.48 3M
Healthcare

Praxis Precision Medicines Inc Ordinary Shares

2.18 2M
Healthcare

Natera Inc

2.15 2M
Healthcare

Affirm Holdings Inc Ordinary Shares - Class A

1.62 2M
Financial Services

SharkNinja Inc

1.49 2M
Consumer Cyclical

JFrog Ltd Ordinary Shares

1.47 2M
Technology

Teledyne Technologies Inc

1.39 1M
Technology

ATI Inc

1.37 1M
Industrials

Arrowhead Pharmaceuticals Inc

1.36 1M
Healthcare

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