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$20.09  /  −1.57%
  • Fund Size$93.0M
  • Adjusted Expense Ratio0.800%
  • Net Expense Ratio0.790%
  • Fee Level: DistributionBelow Average
  • Share Class TypeNo Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$10,000
  • Investment StatusOpen
  • TTM Yield0.42%
  • Turnover Ratio152%
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.

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Portfolio Holdings DSMDX

More DSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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2.953M
Healthcare

Natera Inc

2.633M
Healthcare

Praxis Precision Medicines Inc Ordinary Shares

1.922M
Healthcare

Affirm Holdings Inc Ordinary Shares - Class A

1.602M
Financial Services

Xometry Inc Ordinary Shares - Class A

1.491M
Industrials

SharkNinja Inc

1.481M
Consumer Cyclical

SiTime Corp Ordinary Shares

1.471M
Technology

Teledyne Technologies Inc

1.451M
Technology

Semtech Corp

1.361M
Technology

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