DF Dent Midcap Growth Fund Investor Shares (DFDMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.13: the stock has moved about 13% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerDF Dent Midcap Growth Fund Investor Shares (DFDMX) trades at $35.06. DF Dent Midcap Growth Fund Investor Shares (DFDMX) seeks long-term capital appreciation by investing primarily in equity securities of medium-sized companies. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for DFDMX: DFDMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
DF Dent Midcap Growth Fund Investor Shares (DFDMX) Financial Services Profile
DF Dent Midcap Growth Fund Investor Shares (DFDMX) focuses on long-term capital appreciation through investments in medium-sized U.S. companies. With a beta of 1.13 and a market cap of $0.30 billion, the fund primarily targets equity securities, REITs, and ADRs, operating within the competitive asset management sector.
What Is the Investment Thesis for DFDMX?
DFDMX presents a focused investment strategy targeting mid-cap equity securities, aiming for long-term capital appreciation. With a market capitalization of $0.30 billion and a beta of 1.13, the fund offers exposure to a segment of the market that balances growth and stability. The fund's '80% Policy' ensures a significant allocation to mid-cap companies, potentially capitalizing on their growth trajectories. Key catalysts include the continued expansion of the mid-cap market and the fund's ability to identify undervalued companies with strong growth potential. However, potential risks include market volatility and the fund's performance relative to its peers, such as CIHDX, EVUAX, EVUDX, MINVX, and MNOSX. The absence of dividend payouts may also influence investor preferences.
Based on FMP financials and quantitative analysis
DFDMX Key Highlights
DFDMX operates with a focus on long-term capital appreciation, targeting equity securities of medium-sized companies.
- The fund adheres to an '80% Policy', investing at least 80% of its net assets in medium-cap equity securities.
- DFDMX's portfolio includes a mix of common stocks, preferred stocks, REITs, ADRs, and ETFs, providing diversification within the equity market.
- The fund has a market capitalization of $0.30 billion, reflecting its position in the asset management industry.
- With a beta of 1.13, DFDMX exhibits moderate volatility compared to the broader market.
Who Are DFDMX's Competitors?
DFDMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIHDX Cullen International High Dividend Fund Retail Class | $14.25 | +0.07% | $412M | — |
| EVUAX Allspring Utility and Telecommunications Fund Class A | $19.20 | +0.47% | $328M | — |
| EVUDX Allspring Utility and Telecommunications Fund Administrator Class | $20.93 | +0.38% | $360M | — |
| MINVX Madison Large Cap Fund Class Y | $30.25 | +0.70% | $313M | — |
| MNOSX Manning & Napier Overseas Series Class S | $38.66 | +1.31% | $304M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DFDMX's Key Strengths?
Clear focus on mid-cap equity securities.
- Disciplined investment approach with '80% Policy'.
- Diversified portfolio across multiple sectors.
- Potential for long-term capital appreciation.
What Are DFDMX's Weaknesses?
Limited dividend income for income-seeking investors.
- Susceptibility to market volatility.
- Dependence on the performance of mid-cap companies.
- Smaller market cap compared to larger asset managers.
What Are the Key Risks for DFDMX?
Market volatility affecting the value of equity holdings.
- Economic downturn impacting mid-cap company performance.
- Competition from other asset management firms.
- Changes in interest rates affecting equity valuations.
What Are DFDMX's Competitive Advantages?
- Established investment strategy focused on mid-cap equities.
- Adherence to '80% Policy' ensures focus on target market segment.
- Diversified portfolio across various equity securities.
What Does DFDMX Do?
DF Dent Midcap Growth Fund Investor Shares (DFDMX) is an investment fund focused on achieving long-term capital appreciation. The fund operates under the principle of investing at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of medium-sized companies. This strategy is formally known as the '80% Policy'. The fund's investment portfolio typically includes U.S.-listed equity securities, encompassing 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). DFDMX aims to provide investors with exposure to the growth potential of mid-cap companies while adhering to a diversified investment approach. The fund's investment decisions are guided by in-depth research and analysis, seeking to identify companies with strong fundamentals and growth prospects. By focusing on mid-sized companies, DFDMX targets a segment of the market that often offers a balance between established stability and high-growth potential. The fund's investment strategy is designed to navigate various market conditions and deliver consistent, long-term returns for its investors. DFDMX does not offer dividends.
What Products and Services Does DFDMX Offer?
- Invests in equity securities of medium-size companies.
- Focuses on long-term capital appreciation.
- Allocates at least 80% of net assets in medium-cap equities.
- Invests in U.S.-listed common stocks and preferred stocks.
- Includes REITs and ADRs in its investment portfolio.
- May invest in ETFs to diversify holdings.
How Does DFDMX Make Money?
- Generates returns through capital appreciation of invested securities.
- Manages a portfolio of mid-cap equity securities.
- Adheres to an '80% Policy' for medium-cap investments.
What Industry Does DFDMX Operate In?
DFDMX operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. Trends include the increasing popularity of passive investing, the rise of ESG (environmental, social, and governance) considerations, and the growing demand for alternative investment strategies. DFDMX competes with other asset management firms, including CIHDX, EVUAX, EVUDX, MINVX, and MNOSX, all vying for investor capital in the mid-cap equity space. The fund's performance is benchmarked against its peers and relevant market indices to assess its relative success in generating returns for investors.
Who Are DFDMX's Key Customers?
- Individual investors seeking capital appreciation.
- Institutional investors looking for mid-cap exposure.
- Retirement savers planning for long-term growth.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -6.7%.
DFDMX Financials
Bull Case vs Bear Case
Bull Case
- Clear focus on mid-cap equity securities.
- Disciplined investment approach with '80% Policy'.
- Diversified portfolio across multiple sectors.
- Potential for long-term capital appreciation.
Bear Case
- Limited dividend income for income-seeking investors.
- Susceptibility to market volatility.
- Dependence on the performance of mid-cap companies.
- Smaller market cap compared to larger asset managers.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DFDMX Latest News
No recent news available for DFDMX.
DFDMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DFDMX.
Price Targets
Wall Street price target analysis for DFDMX.
DFDMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DFDMX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About DF Dent Midcap Growth Fund Investor Shares (DFDMX) — Financials
What are the main risks for DFDMX?
The main risks for DFDMX include market volatility, which can significantly impact the value of its equity holdings. An economic downturn could adversely affect the performance of mid-cap companies, leading to lower returns. Changes in interest rates can also impact equity valuations.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.