Dana Epiphany Small Cap Equity FundDSCIX

MUTUAL FUNDDana
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$34.2M
Expense ratio
0.95%
1-year return
+49.2%
3 years, a year
+18.8%
5 years, a year
+8.1%
Holdings
62

What it aims to do.

The investment objective of the Dana Epiphany Small Cap Equity Fund (the Fund) is long-term growth of capital.

Top 10 holdings.

Holding% of fund
MYRG Myr Group Inc2.80%
POWL Powell Industries Inc2.77%
CHRD Chord Energy Corp2.32%
SM Sm Energy Company2.12%
ESI Element Solutions Inc2.10%
AXSM Axsome Therapeutics Inc2.09%
MOD Modine Manufacturing Company2.04%
WFRD Weatherford International Plc2.02%
PDFS Pdf Solutions Inc1.99%
CLH Clean Harbors Inc1.98%

More on DSCIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.