Hand Composite Employee Benefit Trust - DSM US Large Cap Growth Fund (HDSMAX)
| 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 | 42.52 |
| YTD Return | 1.58% |
| 1-Year Return | 5.17% |
| 5-Year Return | 52.57% |
| 52-Week Low | 35.45 |
| 52-Week High | 45.42 |
| 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.
Performance
HDSMAX had a total return of 5.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.80%.