DF Dent Premier Growth Fund
Shareclass
DF Dent Premier Growth Investor (DFDPX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,348 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DF Dent Premier Growth Fund DFDPX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Mastercard Inc Class A5.34% of assets$11.73M invested
- 2. Uber Technologies Inc1.67% of assets$3.68M invested
- 3. Moodys Corp2.83% of assets$6.22M invested
- 4. S&P Global Inc3.75% of assets$8.25M invested
- 5. Microsoft Corp3.59% of assets$7.89M invested
- 6. Booz Allen Hamilton Holding Corp Class A1.01% of assets$2.22M invested
- 7. Ecolab Inc2.2% of assets$4.83M invested
- 8. Intuit Inc2.13% of assets$4.68M invested
- 9. Atlassian Corp Class A1.23% of assets$2.7M invested
- 10. Ansys Inc2.51% of assets$5.51M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Heico Corp Class A4.18% of assets$9.18M invested
- 2. Kinsale Capital Group Inc1.83% of assets$4.03M invested
- 3. Old Dominion Freight Line Inc Ordinary Shares2.67% of assets$5.86M invested
- 4. Waste Connections Inc2.93% of assets$6.43M invested
- 5. Manhattan Associates Inc1.01% of assets$2.22M invested
- 6. Fastenal Co1.56% of assets$3.44M invested
- 7. Guidewire Software Inc2.74% of assets$6.03M invested
- 8. TransDigm Group Inc3.82% of assets$8.4M invested
- 9. Vulcan Materials Co2.67% of assets$5.87M invested
- 10. Copart Inc1.37% of assets$3.01M invested
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Financial performance
Performance data provided by
Find more financial data on DFDPX at Morningstar.com
Find more financial data on DFDPX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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