DF Dent Premier Growth Investor (DFDPX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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DF Dent Premier Growth Investor
Portland, ME 04112
P.O. Box 588
Forum Funds (DF Dent)
866-233-3368
Management information
Daniel F. Dent,Lead manager since 15 July 2001
Daniel F. Dent, CFA, founded D.F. Dent and Company in 1976. Prior to that, Mr. Dent was a Vice President in the investment counseling division T. Rowe Price Associates. He began his investment career as a securities analyst at Butcher Sherred in Philadelphia. Mr. Dent graduated cum laude from Princeton University in 1963, served as a Naval Officer for 3 years, and later received an MBA in finance and investments from the Wharton School of Finance. He is a CFA Charterholder and a past president of the Baltimore Security Analysts Society, an organization of approximately 750 practicing investment professionals in Baltimore. Mr. Dent has served as a trustee and director of various non-profit organizations. In addition to being Chairman of D.F. Dent and Company, Mr. Dent serves as a portfolio manager and analyst, spending the majority of his time analyzing public companies and managing client portfolios. Security Analysts Society, an organization of approximately 750 practicing investment professionals in Baltimore. Mr. Dent has served as a trustee and director of various non-profit organizations.
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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
CategoryLarge Growth
Fund familyDF Dent Funds
Net assets224.55M
YTD return2.98%
Yield0.00%
Morningstar rating★★
Inception date15 Jul 2001
Fund operations
Last dividendN/A
Last cap gain50.00
Holdings turnover20.00%
Average for categoryN/A
Fees and expenses
ExpenseDFDPXCategory average
Annual report expense ratio (net)0.99%0.99%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio1.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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