Hand Composite Employee Benefit Trust - DSM US Large Cap Growth Fund (HDSMAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

42.56

-1.26 (-2.88%)

At close: Oct 16, 2026

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	43.82
YTD Return	4.68%
1-Year Return	2.60%
5-Year Return	56.56%
52-Week Low	35.45
52-Week High	46.75
Beta (5Y)	1.22
Holdings	n/a
Inception Date	n/a

About HDSMAX

The DSM U.S. Large Cap Growth Collective Investment Fund R1 is a collective investment fund designed to pursue long-term capital appreciation by investing primarily in equities of large-cap U.S. companies. Managed by DSM Capital Partners LLC and established by the Hand Composite Benefit Trust, the fund employs a bottom-up, research-intensive approach, focusing on a concentrated portfolio of 25 to 35 holdings. It is characterized by a disciplined valuation process aimed at identifying predictable growth opportunities while avoiding overvalued stocks. The fund emphasizes investments in established firms with substantial market capitalizations, though it may allocate up to 20% of assets to foreign equities, providing some global exposure. This selective strategy concentrates on sectors driving growth, such as technology, consumer discretionary, and healthcare, thereby seeking to balance risk and return through careful stock selection and ongoing fundamental analysis. The DSM U.S. Large Cap Growth Collective Investment Fund R1 plays an important role for institutional and retirement plan investors seeking exposure to U.S. large-cap growth equities within a structured, actively managed investment vehicle.

Stock Exchange Nasdaq

Ticker Symbol HDSMAX

Performance

HDSMAX had a total return of 2.60% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.72%.