DF Dent Midcap Growth Fund

Class Other (DFDMX)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.65 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year 33.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of medium-size companies. It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, REITs, ADRs, and ETFs. The fund invests in equity securities of domestic companies that in the Adviser's view possess superior long-term growth characteristics and have strong, sustainable earnings prospects and reasonably valued stock prices. It is non-diversified.

Fees

Fees are Low compared to funds in the same category.
DF Dent Midcap Growth Fund has an expense ratio of 1.10 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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