DGHM MicroCap Value Institutional (DGMIX)
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DGHM MicroCap Value Institutional
World Funds Trust
8730 Stony Point Parkway, Suite 205
Richmond, VA 23235
800-653-2839
Management information
Douglas A. Chudy,Lead manager since 9 October 2019
Douglas A. Chudy, CFA joined DGHM in 2011 and is a Sector Specialist focusing on Basic Materials, Consumer Durables, and Consumer Staples. He is a Senior Vice President and shareholder. Prior to joining DGHM, Mr. Chudy was a Senior Equity Research Analyst at KeyBanc Capital Markets, where he worked from 2007 to 2011. From 2003 to 2006, he was an Assistant Vice President at Sumitomo Mitsui Banking Corporation. Previously he was a Financial Analyst at JP Morgan Chase. Mr. Chudy earned a BBA from Ohio University in 2001.
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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
CategorySmall Blend
Fund familyDGHM
Net assets15.64M
YTD return22.90%
Yield1.13%
Morningstar rating★★
Inception date30 May 2016
Fund operations
Last dividend0.09
Last cap gain0.00
Holdings turnover35.17%
Average for categoryN/A
Fees and expenses
ExpenseDGMIXCategory average
Annual report expense ratio (net)1.19%1.03%
Prospectus net expense ratio1.19%N/A
Prospectus gross expense ratio1.57%N/A
Max 12b1 fee0.00%N/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection459N/A
5-yr expense projection819N/A
10-yr expense projection1,835N/A
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