DF Dent Premier Growth
Forum Funds (DF Dent) P.O. Box 588 Portland, ME 04112
Phone: 866-233-3368
| Category: |
Mid-Cap Growth |
| Fund Family: |
DF Dent Funds |
| Net Assets: |
129.06M |
| Year-to-Date Return: |
-2.58% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
16-Jul-01 |
|
Daniel F. Dent
Lead Manager since
16-Jul-01 |
|
| Dent is the founder and president of the Dent D F & Co Inc since 1976.He has more than 30 years of experience in the investment industry. |
| Min Initial Investment: |
$100,000 |
| Min Initial Investment, IRA: |
$100,000 |
| Min Initial Investment, AIP: |
$100,000 |
| Min Subsequent Investment: |
$2,000 |
| Min Subsequent Investment, IRA: |
$1,000 |
| Min Subsequent Investment, AIP: |
$1,000 |
|
|
|
| The investment seeks long-term capital appreciation. The fund invests primarily in equity securities of domestic companies that possess superior long-term growth characteristics and those have strong, sustainable earnings prospects and reasonably valued stock prices. It may also invest in companies that do not have particularly strong earnings histories but do have other attributes that may contribute to accelerated growth in the foreseeable future. The fund primarily invests in medium and large size domestic companies. |
| Last Dividend
|
N/A |
| Last Cap Gain
(10-Dec-08):
|
0.27 |
| Annual Holdings Turnover
|
16.00% |
| Average for Category:
|
138.22% |
|
| Expense |
DFDPX |
Category
Avg |
| Total Expense Ratio: |
1.10%
|
1.46% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$384 |
$651 |
| 5 Yr Expense Projection*: |
$676 |
$1,030 |
| 10 Yr Expense Projection*: |
$1,509 |
$2,053 |
|
|
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