Morningstar

Driehaus Small Cap Growth Fund Investor Class DVSMX

Morningstar Medalist Rating
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Medalist Rating as of See Driehaus Investment Hub
  • NAV / 1-Day Return $27.09  /  −1.53 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 0.930%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $10,000
  • Investment Status Limited
  • TTM Yield 0.20%
  • Turnover Ratio 152%
NAV and 1-Day Return as of

Morningstar’s Analysis DVSMX

Will DVSMX 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 DVSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Driehaus Small Cap Growth Investor 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 DVSMX

More DVSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

2.33 37M
Healthcare

Praxis Precision Medicines Inc Ordinary Shares

2.02 32M
Healthcare

Spyre Therapeutics Inc

1.89 30M
Healthcare

JFrog Ltd Ordinary Shares

1.67 27M
Technology

Northern Institutional US Govt Sel

1.66 26M
Cash and Equivalents

Definium Therapeutics Inc Ordinary Shares

1.62 26M
Healthcare

Twist Bioscience Corp

1.56 25M
Healthcare

Xenon Pharmaceuticals Inc

1.54 24M
Healthcare

Zeta Global Holdings Corp Class A

1.50 24M
Technology

Edgewise Therapeutics Inc

1.49 24M
Healthcare

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