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Morningstar

DF Dent Midcap Growth Investor DFDMX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
27.43  /  1.54 %
Total Assets
624.9 Mil
Adj. Expense Ratio
0.850%
Expense Ratio
0.850%
Fee Level
Average
Longest Manager Tenure
11.41 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
35%

USD | NAV as of Nov 28, 2022 | 1-Day Return as of Nov 28, 2022, 10:53 PM GMT+00:00

Morningstar’s Fund Analysis DFDMX

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

People Pillar

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

Experienced and research-focused.

Senior Analyst

Summary

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Despite a couple years of relative underperformance, DF Dent Midcap Growth remains an excellent option among mid-cap growth funds. It earns a Morningstar Analyst Rating of Silver for all three share classes.

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