The investment seeks long-term capital appreciation.
Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of medium-sized companies ("80% Policy"). It typically invests in U.S.-listed equity securities, consisting of common stocks, preferred stocks, securities convertible into U.S. common stocks, real estate investment trusts ("REITs"), American Depositary Receipts ("ADRs"), and exchange-traded funds ("ETFs").
The average market capitalization across the DF Dent Midcap Growth Institutional Plus MF is 31.71B. The market cap for tickers in the group ranges from 7.44B to 66.12B. MCO holds the highest valuation in this group at 66.12B. The lowest valued company is WSC at 7.44B.
The average weekly volume growth across all stocks in the DF Dent Midcap Growth Institutional Plus MF was 21%. For the same stocks of the MF, the average monthly volume growth was -22% and the average quarterly volume growth was -10%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 72
P/E Growth Rating: 49
Price Growth Rating: 45
SMR Rating: 62
Profit Risk Rating: 40
Seasonality Score: -17 (-100 ... +100)