About DFDPX
DF Dent Premier Growth Fund Investor Shares is a mutual fund focused on long-term capital appreciation through investments in U.S. exchange-listed equity securities. Managed by D.F. Dent & Company, Inc., the fund primarily targets companies that demonstrate strong long-term growth characteristics, sustainable earnings prospects, and reasonable valuations. Its portfolio spans common and preferred stocks, convertible securities, real estate investment trusts (REITs), American Depositary Receipts (ADRs), and exchange-traded funds (ETFs). While the fund can invest across the market capitalization spectrum, it emphasizes firms with superior growth potential, including those without established earnings records if they exhibit attributes the managers believe will drive future growth. The fund’s portfolio is relatively concentrated, with a significant portion of assets allocated to its top holdings, reflecting a conviction-driven approach. As of the latest report, its leading investments include major names across technology, consumer cyclical, industrials, and health care sectors. DF Dent Premier Growth Fund Investor Shares serves investors seeking exposure to growth-oriented U.S. equities managed by an experienced, independent advisory firm with a history dating back to 1976.
Fund Family DF Dent Funds
Category Large Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DFDPX
Index S&P 500 TR
DFDPX had a total return of 0.59% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.38%.
