About DFDMX
DF Dent Midcap Growth Fund Investor Shares is a mutual fund that focuses on achieving long-term capital appreciation by investing primarily in equity securities of medium-sized companies. The fund targets mid-cap stocks, allocating at least 80% of its net assets to this segment, with selections spanning a variety of sectors, including real estate, healthcare, industrials, technology, and materials. Notable holdings often include companies like CBRE Group, Ecolab, and Veeva Systems, reflecting a diversified approach within the mid-cap growth universe. Managed by D.F. Dent & Company, Inc., the fund is recognized for its experienced, research-driven management team and disciplined investment process. Its strategy emphasizes concentrated positions, with a significant percentage of assets in its top holdings, aiming for strong growth potential. The fund carries an expense ratio that is competitive within its category and is structured as a no-load offering, making it accessible to a wide range of investors. DF Dent Midcap Growth Fund Investor Shares plays an important role in the market by providing exposure to dynamic, innovative mid-sized companies, balancing growth opportunities with the inherent volatility of the mid-cap segment.
Fund Family DF Dent Funds
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DFDMX
Share Class Investor Shares
Index Russell MidCap Growth TR
DFDMX had a total return of -4.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.53%.
