Df Dent Midcap Fund Quote
| DFDMX Fund | USD 39.66 0.04 0.10% |
Performance13 of 100
| Odds Of DistressLess than 18
|
Df Dent is trading at 39.66 as of the 27th of November 2024; that is 0.10 percent increase since the beginning of the trading day. The fund's open price was 39.62. Df Dent has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Df Dent Midcap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of medium-sized companies . It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. More on Df Dent Midcap
Moving together with DFDMX Mutual Fund
DFDMX Mutual Fund Highlights
| Fund Concentration | DF Dent Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, DF Dent Funds, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | June |
Df Dent Midcap [DFDMX] is traded in USA and was established 27th of November 2024. Df Dent is listed under DF Dent Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of DF Dent Funds family. This fund currently has accumulated 588.66 M in assets under management (AUM) with minimum initial investment of 2.5 K. Df Dent Midcap is currently producing year-to-date (YTD) return of 17.67%, while the total return for the last 3 years was -0.21%.
Check Df Dent Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on DFDMX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding DFDMX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Df Dent Midcap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Df Dent Midcap Mutual Fund Constituents
| FAST | Fastenal Company | Stock | Industrials | |
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| BKI | Black Knight | Stock | Information Technology | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| VMC | Vulcan Materials | Stock | Materials | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| TECH | Bio Techne Corp | Stock | Health Care |
Df Dent Midcap Risk Profiles
| Mean Deviation | 0.7178 | |||
| Semi Deviation | 0.8563 | |||
| Standard Deviation | 0.9212 | |||
| Variance | 0.8486 |
Df Dent Against Markets
Other Information on Investing in DFDMX Mutual Fund
Df Dent financial ratios help investors to determine whether DFDMX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in DFDMX with respect to the benefits of owning Df Dent security.
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