Nasdaq - Delayed Quote USD

DF Dent Small Cap Growth Investor (DFDSX)

22.08
-1.26
(-5.40%)
As of 8:05:35 AM EDT. Market Open.
Loading Chart for DFDSX
  • Previous Close 23.34
  • YTD Return -2.36%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 192.38M
  • Beta (5Y Monthly) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend --
  • Inception Date Feb 25, 2025

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities with small market capitalizations. The fund typically invests in U.S. exchange-listed equity securities, consisting of common stocks, preferred stocks, real estate investment trusts ("REITs"), sponsored and unsponsored American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs").

DF Dent Funds

Fund Family

Small Growth

Fund Category

192.38M

Net Assets

2025-02-25

Inception Date

Performance Overview: DFDSX

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Trailing returns as of 4/2/2025. Category is Small Growth.

YTD Return

DFDSX
2.36%
Category
12.40%
 

1-Year Return

DFDSX
1.56%
Category
55.69%
 

3-Year Return

DFDSX
3.75%
Category
19.34%
 

5-Year Return

DFDSX
8.20%
Category
20.72%
 

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Holdings: DFDSX

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Sector Weightings

SectorDFDSX
Technology   26.07%
Industrials   24.83%
Healthcare   15.87%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: DFDSX

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Research Reports: DFDSX

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