DFSGX Mutual Fund

DFSGX Mutual Fund (DF Dent Small Cap Growth Fund Institutional Shares) is managed by DF Dent Funds with $52.4M in net assets. DFSGX expense ratio is 0.95%, holding 50 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2017-11-20.

DFSGX performance shows a YTD return of -2.51%. The 1-year return is -2.87% and the 5-year return is 0.05%.

DFSGX top holdings include Perimeter Soluti (6.4%), First Am Treas Obli-X (4.5%), Landbridge Company, Llc (3.9%), Casella Waste Systems, Inc., Class A (3.9%), Novanta Inc. Common Stock (3.5%). Go to all DFSGX holdings, DFSGX sectors, or DFSGX dividends.

DFSGX can be compared against other funds. Use DFSGX overlap to find shared positions, or DFSGX vs another fund for a side-by-side view. DFSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.