DSM Small-Mid Cap Growth Fund

Class Inst (DSMMX)

U.S. News evaluated 221 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 20.08 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -5.1%
1 Year 20.1%
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. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-sized capitalization companies. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. The fund generally will contain 35 to 4 5 equity securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
DSM Small-Mid Cap Growth Fund has an expense ratio of 1.15 percent.

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Risk

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

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Mid-Cap Growth Funds

Highest Returns (10-year)

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