Advertisement
Skip to Content
Morningstar

Dana Epiphany ESG Small Cap Eq Instl DSCIX

Morningstar Analyst Rating
Quantitative rating as of | See Dana Investment Hub
  • NAV / 1-Day Return 12.45  /  0.48 %
  • Total Assets 27.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.08%
  • Turnover 92%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis DSCIX

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

People Pillar

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

Summary

|

Dana Epiphany ESG Small Cap Eq Instl's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor