Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | DRLVX Insights | DRLVX Score | DRLVX Performance | DRLVX Manager | DRLVX News | DRLVX Allocation | DRLVX Holdings Change

Mutual Fund Insights: Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

In-depth Analysis of Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

Mutual fund chart: Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

3 months
6 months
1 year
3 year
5 year

See Dreman Contrarian Large Cp Val Instl Fund (DRLVX) performance details as of January 31, 2010

  

    Last Trade: $9.43 on 3/17/2010, Change: +0.07 (0.75%)
Experiment our closing price forecasting tool for Dreman Contrarian Large Cp Val Instl Fund (DRLVX) (alpha release)

  

Fund Manager - David N. Dreman

Fund Manager Tenure: 6.4 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Dreman is the founder, and chairman of Dreman Value Management, L.L.C. and also the firm?s chief investment officer. As of April 2008, The DWS Dreman High Return Equity Fund managed by him, has been ranked as number one in the Equity-Income group by Lipper Analytical Services since the fund?s inception in March 18, 1988.  Get more insights on David N. Dreman

  

What we like about Dreman Contrarian Large Cp Val Instl Fund (DRLVX) What we like about Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

Data for Dreman Contrarian Large Cp Val Instl Fund (DRLVX) as of January 31, 2010

  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) management has been with Dreman Contrarian Large Cp Val Instl Fund for 6.4 years
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has good short-term performance (1-year return 43.24% vs 32.89% Large Value category average)
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has an annual stock turnover rate of 39.48% vs Large Value average of 69.44%. It is good that Dreman Contrarian Large Cp Val Instl management does not trade extensively for its return.
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has a lower management fee than its Large Value average: 0.72% vs 1.28%
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Dreman Contrarian Large Cp Val Instl Fund (DRLVX) What we are cautious about Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

Data for Dreman Contrarian Large Cp Val Instl Fund (DRLVX) as of January 31, 2010

  • Dreman Contrarian Large Cp Val Instl Fund is a focused fund with 48.29% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has a less-than-ideal mid-term performance (3-year return -11.04% vs -8.60% Large Value category average)
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has a less-than-ideal Long-term performance (5-year return -2.10% vs -0.19% Large Value category average)
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) ratio of up-years vs down years can be improved
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) has a Morningstar rating of 3 and below
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) is less safe compared to its Large Value peers
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) does not have a good risk adjusted return as its 3-year Alpha of -1.79 is worse than category average of -1.25, and its 3-year Sharpe ratio is -0.43
  • Dreman Contrarian Large Cp Val Instl Fund (DRLVX) is more volatile than its peers as it has a 3-year Standard Deviation of 24.62 that is higher than category average of 20.74
See Dreman Contrarian Large Cp Val Instl Fund (DRLVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Value category?

Below are some additional Large Value mutual funds generated out of our database

  

Dreman Contrarian Large Cp Val Instl Fund (DRLVX) Net Asset

Track net asset change of Dreman Contrarian Large Cp Val Instl fund (DRLVX)

DateNet Asset
01/2010$70.20M
11/2009$60.91M
10/2009$50.65M
More historic net asset information on Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

  

Dreman Contrarian Large Cp Val Instl Fund (DRLVX) Portfolio Allocation

Track portfolio allocation change of Dreman Contrarian Large Cp Val Instl fund (DRLVX)

DateCashStockBondOther
10/20092.83%97.17%0%0%
09/20091.62%98.38%0%0%
07/20091.75%98.25%0%0%
Click here to see more historic asset allocation information on Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

  

Most Recent Top 10 Holdings in Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

Discover what Dreman Contrarian Large Cp Val Instl Fund (DRLVX) manager is buying

31-Oct-09
ANADARKO PETROLEUM [6.21%]
ALTRIA GROUP INC [5.23%]
CHESAPEAKE ENERGY CP [5.15%]
APACHE CP [4.96%]
WELLS FARGO & CO NEW [4.84%]
BHP BILLITON LIMITED [4.57%]
DEVON ENERGY CP (OK) [4.47%]
JP MORGAN CHASE CO [4.41%]
CONOCOPHILLIPS [4.25%]
BK OF AMERICA CP [4.09%]

30-Sep-09
ANADARKO PETROLEUM [6.25%]
CHESAPEAKE ENERGY CP [5.83%]
ALTRIA GROUP INC [4.97%]
APACHE CP [4.73%]
BK OF AMERICA CP [4.59%]
DEVON ENERGY CP (OK) [4.54%]
BHP BILLITON LIMITED [4.49%]
JP MORGAN CHASE CO [4.48%]
Staples, Inc. [4.05%]
CONOCOPHILLIPS [3.73%]

31-Jul-09
ALTRIA GROUP INC [5.51%]
ANADARKO PETROLEUM [5.48%]
APACHE CP [5.13%]
CHESAPEAKE ENERGY CP [5%]
BK OF AMERICA CP [4.96%]
BHP BILLITON LIMITED [4.83%]
SPDR KBW Bank [4.55%]
DEVON ENERGY CP (OK) [4.16%]
Staples, Inc. [4.07%]
JP MORGAN CHASE CO [4.06%]
Click here for Stock Holding Change Map in Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

  

Related books and products to Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

  

Latest News on Dreman Contrarian Large Cp Val Instl (DRLVX)

See what is happening with Dreman Contrarian Large Cp Val Instl Fund (DRLVX)

 

Books and Resources

 

 

See more information on Dreman Contrarian Large Cp Val Instl Fund (DRLVX)