DFDMX – Fund Analysis – DF Dent Midcap Growth Investor | Morningstar

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Will DFDMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFDMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DFDMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of DFDMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Experienced and research-focused.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Despite its slimmed-down management team, DF Dent Midcap Growth remains a solid option among mid-cap growth funds. It maintains Morningstar pillar ratings of Above Average for both People and Process.

by David Kathman

Rated on May 17, 2024 Published on May 17, 2024

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