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Dean Mid Cap Value Fund (DALCX) Fund Ranking and Research

Ranking, Research and Recommendation of Dean Mid Cap Value Fund (DALCX) Fund

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Graph of Dean Mid Cap Value Fund Fund (DALCX) ManagerFund Manager - Douglas Allen Leach

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund Family: Dean Fund
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Dean Mid Cap Value Fund Fund (DALCX) ProfileDean Mid Cap Value Fund Fund (DALCX) Profile

Fund Profile and Description

Dean Mid Cap Value Fund Fund seeks long-term capital appreciation. Dean Mid Cap Value Fund Fund normally invests at least 80% of net assets in equity securities of U.S. and foreign large cap companies, directly or indirectly through other investment companies that invest primarily in U.S. and foreign large cap companies. It may invest in foreign large cap companies directly or through depositary receipts such as ADRs and GDRs. Dean Mid Cap Value Fund Fund may invest its remaining assets in equity securities of small- cap or mid- cap companies, derivative instruments, such as put and call options and futures contracts, or fixed income securities, including corporate bonds and preferred stocks.

 

Dean Mid Cap Value Fund (DALCX) Fund Strength What we like about Dean Mid Cap Value Fund (DALCX) Fund

Data for Dean Mid Cap Value Fund Fund (DALCX) as of May 30, 2016

  • Dean Mid Cap Value Fund Fund (DALCX) management has been with Dean Mid Cap Value Fund Fund for 11.5 years
  • Dean Mid Cap Value Fund Fund (DALCX) has good short-term performance (1-year return 5.62% vs -3.20% Mid-Cap Value category median performance)
  • Dean Mid Cap Value Fund Fund (DALCX) has good mid-term performance (3-year return 10.34% vs 8.20% Mid-Cap Value category median performance)
  • Dean Mid Cap Value Fund Fund (DALCX) has good Long-term performance (5-year return 9.81% vs 8.87% Mid-Cap Value category median performance)
  • Dean Mid Cap Value Fund Fund (DALCX) ratio of up-years vs down years is greater than 2
  • Asset base in Dean Mid Cap Value Fund Fund (DALCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Dean Mid Cap Value Fund Fund (DALCX) has an annual stock turnover rate of 39.00% vs Mid-Cap Value average of 53.78%. It is good that Dean Mid Cap Value Fund management does not trade extensively for its return.
  • Dean Mid Cap Value Fund Fund (DALCX) is less volatile than its peers as it has a 3-year Standard Deviation of 11, lower than category average of 12.6
  • Dean Mid Cap Value Fund Fund (DALCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Dean Mid Cap Value Fund Fund (DALCX) Weakness What we are cautious about Dean Mid Cap Value Fund (DALCX) Fund

Data for Dean Mid Cap Value Fund Fund (DALCX) as of May 30, 2016

  • Dean Mid Cap Value Fund Fund (DALCX) has a Morningstar rating of 3 and below
  • Dean Mid Cap Value Fund Fund (DALCX) has a higher expense ratio of 1.50% than its Mid-Cap Value average of 1.18%
See Dean Mid Cap Value Fund Fund (DALCX) performance details as of May 30, 2016

 

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Compare Dean Mid Cap Value Fund Fund (DALCX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Dean Mid Cap Value Fund10.345.6210.349.81
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Dean Mid Cap Value Fund Fund (DALCX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Dean Mid Cap Value Fund Fund (DALCX) Net Asset TrackingDean Mid Cap Value Fund (DALCX) Fund Net Asset

Track net asset change of Dean Mid Cap Value Fund fund (DALCX)

DateNet Asset
05/2016$18.26M
03/2016$17.29M
02/2016$15.95M
More historic net asset information on Dean Mid Cap Value Fund Fund (DALCX)

  

Graph of Dean Mid Cap Value Fund Fund (DALCX) Portfolio TrackingDean Mid Cap Value Fund (DALCX) Fund Portfolio Allocation

Track portfolio allocation change of Dean Mid Cap Value Fund fund (DALCX)

DateCashStockBondOther
04/20164.58%95.42%0%0%
02/20161.61%98.39%0%0%
01/20162.83%97.17%0%0%
Click here to see more historic asset allocation information on Dean Mid Cap Value Fund Fund (DALCX)

 

graph of Dean Mid Cap Value Fund Fund (DALCX) Top 10 Position TrackingTop 10 Holdings in Dean Mid Cap Value Fund (DALCX) Fund

Discover what Dean Mid Cap Value Fund Fund (DALCX) manager is buying

Apr 29, 2016
Equity Lifestyle Properties, In [2.27%]
Westar Energy, Inc. Common Stoc [2.21%]
Synopsys, Inc. [2.16%]
Torchmark Corporation Common St [2.08%]
Republic Services, Inc. Common [1.98%]
Xcel Energy Inc. Common Stock [1.95%]
Pioneer Natural Resources Compa [1.94%]
Eastman Chemical Company Common [1.87%]
Concho Resources Inc. Common St [1.82%]

Feb 28, 2016
Equity Lifestyle Properties, In [2.58%]
Global Payments Inc. Common Sto [2.47%]
Synopsys, Inc. [2.27%]
Republic Services, Inc. Common [2.15%]
Xcel Energy Inc. Common Stock [2.11%]
Torchmark Corporation Common St [2.07%]
CMS Energy Corporation Common S [2.06%]
Westar Energy, Inc. Common Stoc [2.04%]
Tyson Foods, Inc. Common Stock [1.95%]
Panera Bread Company [1.92%]

Jan 30, 2016
Equity Lifestyle Properties, In [2.48%]
Global Payments Inc. Common Sto [2.4%]
Synopsys, Inc. [2.22%]
Torchmark Corporation Common St [2.22%]
Westar Energy, Inc. Common Stoc [2.13%]
Xcel Energy Inc. Common Stock [2.11%]
Republic Services, Inc. Common [2.09%]
CMS Energy Corporation Common S [2.09%]
Tyson Foods, Inc. Common Stock [2.08%]
J.M. Smucker Company (The) New [1.94%]
Click here for Stock Holding Change Map in Dean Mid Cap Value Fund Fund (DALCX)

  

Latest News on Dean Mid Cap Value Fund (DALCX) Fund

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Dean Mid Cap Value Fund Fund (DALCX) Related ResourcesSee more information on Dean Mid Cap Value Fund (DALCX) Fund

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