DF Dent Midcap Growth Investor (DFDMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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DF Dent Midcap Growth Investor
Portland, ME 04112
P.O. Box 588
Forum Funds (DF Dent)
866-233-3368
Management information
Bruce L. Kennedy,Lead manager since 30 June 2011
Bruce L. Kennedy, II, CFA, Director of Research since 2014, Vice President since 2010 and Research Analyst from 2007-2010, joined D.F. Dent in the summer of 2007 with four years of investment experience. Prior to joining D.F. Dent, he served as an Investment Banking Analyst at Goldman, Sachs & Co. in New York, an Associate Analyst at T. Rowe Price in Baltimore from 2001 to 2005, and as a Summer Analyst at Wasatch Advisors in Salt Lake City in 2006. Mr. Kennedy received an A.B. from Dartmouth College cum laude in Economics and History, and an M.B.A. from Stanford Graduate School of Business in 2007. Mr. Kennedy is a Chartered Financial Analyst.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyDF Dent Funds
Net assets582.2M
YTD return7.61%
Yield0.00%
Morningstar rating★★★
Inception date28 Nov 2017
Fund operations
Last dividendN/A
Last cap gain18.00
Holdings turnover27.00%
Average for categoryN/A
Fees and expenses
ExpenseDFDMXCategory average
Annual report expense ratio (net)0.85%1.09%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio0.87%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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