Dana Small Cap Equity

As of: August 29, 2018

Dana Epiphany ESG Small Cap Equity Fund

Annualized Returns

as of 3/31/21
Ticker QTD YTD 1 Year 3 Years 5 Years Since Inception
Dana Epiphany ESG Small Cap Equity Fund DSCIX 16.28% 16.28% 98.04% 11.54% 11.45% 8.54%
Russell 2000 Index TR 12.70% 12.70% 94.85% 14.76% 16.35% 13.76%

The performance of the Fund quoted is past performance and does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less then original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data as of the most recent month may be obtained by calling 1-855-280-9648.

INVESTMENT GROWTH SINCE INCEPTION

as of 03/31/20


The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s ESG investment screening. Because the Fund does not invest in companies that do not meet its ESG criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities.

The Dana Funds are available in a number of account types.
Please contact us to learn more.