DFMGX Mutual Fund

DFMGX Mutual Fund (DF Dent Midcap Growth Fund Institutional Shares) is managed by DF Dent Funds with $118.6M in net assets. DFMGX expense ratio is 0.85%, holding 37 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-11-29.

DFMGX performance shows a YTD return of -4.10%. The 1-year return is -10.19% and the 5-year return is -1.05%.

DFMGX top holdings include Ecolab, Inc. (5.4%), Vulcan Materials Co. (5.2%), Kinsale Capital Group Inc (4.3%), Heico Corp. Cl. A (4.1%), Veralto Corp (4.1%). Go to all DFMGX holdings, DFMGX sectors, or DFMGX dividends.

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