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Driehaus Small Cap Growth Investor (DVSMX)

25.15 +0.49 (+1.99%)
As of 8:05 AM EST. Market Open.

Fund Summary

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 Small Cap Growth Investor

Chicago, IL 60611
25 East Erie St,25 East Erie Street

Fund Overview

Category Small Growth
Fund Family Driehaus
Net Assets 918.99M
YTD Return 26.14%
Yield 0.30%
Morningstar Rating
Inception Date Aug 21, 2017

Fund Operations

Last Dividend 0.07
Last Cap Gain 0.00
Holdings Turnover 154.00%
Average for Category --

Fees & Expenses

Expense DVSMX Category Average
Annual Report Expense Ratio (net) 0.97% 1.21%
Prospectus Net Expense Ratio 0.97% --
Prospectus Gross Expense Ratio 0.97% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Prakash Vijayan is an assistant portfolio manager and senior analyst on the Driehaus US Growth Equities team with a focus on the information technology and communication services sectors. His in-depth fundamental research, idea generation and buy/sell recommendations are leveraged across the Driehaus Micro Cap Growth, Driehaus Small Cap Growth and Driehaus Small/Mid Cap Growth strategies. Mr. Vijayan began his career as an equity research analyst for Beekman Capital Management in 2005 covering the technology, media and telecommunications sectors prior to joining DCM in 2010. He received his Bachelors of Technology degree in mechanical engineering from Indian Institute of Technology in 2003 and a Masters of Science in mechanical engineering from Arizona State University in 2005. Mr. Vijayan is a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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