Advertisement
Skip to Content
Morningstar

Driehaus Small/Mid Cap Growth DSMDX

Morningstar Analyst Rating
Quantitative rating as of | See Driehaus Investment Hub
  • NAV / 1-Day Return 13.48  /  0.00
  • Total Assets 14.0 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 191%

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

Morningstar’s Analysis DSMDX

Will DSMDX 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 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.

Summary

|

An upgrade in People Pillar rating is the primary driver of Driehaus Small/Mid Cap Growth's upgrade to a Morningstar Quantitative Rating of Gold from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor