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DSM Large Cap Growth Instl (DSMLX)

30.30 Up 0.60(2.02%) Oct 23
Prev Close:29.70
YTD Return*:2.52%
Net Assets*:146.57M
Yield*:0.09%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DSMLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CELG7.3110.59
MON4.71-3.84
PCLN4.25-2.13
CTSH4.20-12.12
ALXN4.1425.82

Fund Basics

Morningstar Overall Rating:
Total Assets:146.57M
Category:Large Growth
Annual Report Expense Ratio (net):0.95%

Performance & Risk

YTD Return:2.52%
5y Avg Return:15.77%
Rank in Category (ytd):86
% Rank in Category (ytd):4.98%
Beta (3y):1.15
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large cap companies. Equity securities include, but are not limited to, common stocks, preferred stocks, securities convertible into common stocks, rights and warrants. The fund's portfolio generally will contain 25-35 stocks. The fund is non-diversified. View More
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