Nasdaq - Delayed Quote USD

Driehaus Small Cap Growth Investor (DVSMX)

23.61 -0.15 (-0.63%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 23.76
  • YTD Return 26.97%
  • Expense Ratio 0.97%
  • Category Small Growth
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 916.41M
  • Beta (5Y Monthly) 1.11
  • Yield 0.30%
  • 5y Average Return --
  • Holdings Turnover 154.00%
  • Last Dividend 0.07
  • Inception Date Aug 21, 2017

The fund uses a growth style of investment in equity securities, including common stocks and other equity securities of issuers. Under normal market conditions, it invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in the equity securities of U.S. small-capitalization ("small cap") companies. The fund may invest in companies with limited or no operating histories.

Driehaus

Fund Family

Small Growth

Fund Category

916.41M

Net Assets

2017-08-21

Inception Date

Performance Overview: DVSMX

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Trailing returns as of 10/15/2024. Category is Small Growth.

YTD Return

DVSMX
26.97%
Category
12.40%
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1-Year Return

DVSMX
38.61%
Category
55.69%
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3-Year Return

DVSMX
1.52%
Category
19.34%
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5-Year Return

DVSMX
17.30%
Category
20.72%
?

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Holdings: DVSMX

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Top 10 Holdings (19.80% of Total Assets)

SymbolCompany% Assets
TMDX
TransMedics Group, Inc. 2.69%
CRNX
Crinetics Pharmaceuticals, Inc. 2.57%
AXON
Axon Enterprise, Inc. 2.27%
FTAI
FTAI Aviation Ltd. 2.24%
PCVX
Vaxcyte, Inc. 1.87%
GKOS
Glaukos Corporation 1.79%
MOD
Modine Manufacturing Company 1.68%
COHR
Coherent Corp. 1.59%
FRPT
Freshpet, Inc. 1.58%
CRDO
Credo Technology Group Holding Ltd 1.52%

Sector Weightings

Recent News: DVSMX

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Research Reports: DVSMX

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