Mutual Fund Insights: DWS Dreman Mid Cap Value B Fund (MIDYX)

In-depth Analysis of DWS Dreman Mid Cap Value B Fund (MIDYX)

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See DWS Dreman Mid Cap Value B Fund (MIDYX) performance details as of February 28, 2010

  

Last Trade: $9.90 on 3/19/2010, Change: -0.08 (-0.8%)

Experiment our closing price forecasting tool for DWS Dreman Mid Cap Value B Fund (MIDYX) (alpha release)

  

Fund Manager - F. James N. Hutchinson

Fund Manager Tenure: 3.2 years   [Similar Funds: MIDIX  MIDTX  MIDVX  MIDZX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

F. James N. Hutchinson is an Executive Vice President and Managing Director of Dreman Value Management, LLC. F. James N. Hutchinson is also the Co-Portfolio Manager of the DWS Dreman High Return Equity Fund and the DWS Dreman Concentrated Value Fund. Prior to joining the Advisor in August 2000, Hutchinson had over 30 years experience in finance and trust/investment management experience with The Bank of New York. F. James N. Hutchinson was elected president of The Bank of New York (Delaware) in 1987 and president of The Bank of New York – NJ in 1995.  Get more insights on F. James N. Hutchinson

  

 What we like about DWS Dreman Mid Cap Value B Fund (MIDYX)

Data for DWS Dreman Mid Cap Value B Fund (MIDYX) as of February 28, 2010

• DWS Dreman Mid Cap Value B Fund (MIDYX) management has been with DWS Dreman Mid Cap Value B Fund for 3.2 years
• DWS Dreman Mid Cap Value B Fund (MIDYX) has good mid-term performance (3-year return -6.20% vs -5.73 % Mid-Cap Value category average)
• DWS Dreman Mid Cap Value B Fund (MIDYX) has an annual stock turnover rate of 67.00% vs Mid-Cap Value average of 102.04%. It is good that DWS Dreman Mid Cap Value B management does not trade extensively for its return.
• DWS Dreman Mid Cap Value B Fund (MIDYX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.66, lower than category average of 24.37

  

 What we are cautious about DWS Dreman Mid Cap Value B Fund (MIDYX)

Data for DWS Dreman Mid Cap Value B Fund (MIDYX) as of February 28, 2010

• DWS Dreman Mid Cap Value B Fund (MIDYX) has a less-than-ideal short-term performance (1-year return 64.36% vs 68.94 % Mid-Cap Value category average)
• DWS Dreman Mid Cap Value B Fund (MIDYX) ratio of up-years vs down years can be improved
• DWS Dreman Mid Cap Value B Fund (MIDYX) has a Morningstar rating of 3 and below
• DWS Dreman Mid Cap Value B Fund (MIDYX) is less safe compared to its Mid-Cap Value peers
• DWS Dreman Mid Cap Value B Fund (MIDYX) does not have a good risk adjusted return as its 3-year Alpha of 0.97 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.23
• DWS Dreman Mid Cap Value B Fund (MIDYX) has a higher management fee of 2.04% than its Mid-Cap Value average of 1.37%
• DWS Dreman Mid Cap Value B Fund (MIDYX) carries a 4% load

See DWS Dreman Mid Cap Value B Fund (MIDYX) performance details as of February 28, 2010

  

  

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DWS Dreman Mid Cap Value B Fund (MIDYX) Net Asset

Track net asset change of DWS Dreman Mid Cap Value B fund (MIDYX)

Date	Net Asset
02/2010	$182.34M
01/2010	$2.89M
11/2009	$2.93M

More historic net asset information on DWS Dreman Mid Cap Value B Fund (MIDYX)

  

DWS Dreman Mid Cap Value B Fund (MIDYX) Portfolio Allocation

Track portfolio allocation change of DWS Dreman Mid Cap Value B fund (MIDYX)

Date	Cash	Stock	Bond	Other
09/2009	4.69%	95.31%	0%	0%
06/2009	2.49%	97.5%	0%	0%
03/2009	3.24%	96.76%	0%	0%

Click here to see more historic asset allocation information on DWS Dreman Mid Cap Value B Fund (MIDYX)

  

Most Recent Top 10 Holdings in DWS Dreman Mid Cap Value B Fund (MIDYX)

Discover what DWS Dreman Mid Cap Value B Fund (MIDYX) manager is buying

30-Sep-09 QP Trust [4.69%] AMERIPRISE FINANCIAL [1.97%] INTEGRYS ENERGY GRP [1.88%] ARROW ELCTS [1.83%] SILVER WHEATON CORP [1.82%] CHESAPEAKE ENERGY CP [1.75%] L-3 COMM HLDGS INC [1.74%] HEINZ H J CO [1.73%] V F CP [1.71%] Joy Global Inc. [1.7%]

30-Jun-09 QP Trust [2.49%] NEWFIELD EXP COM [1.89%] INTEGRYS ENERGY GRP [1.86%] VENTAS INC [1.85%] Garmin Ltd. [1.83%] HEINZ H J CO [1.83%] L-3 COMM HLDGS INC [1.78%] MATTEL INC [1.74%] LORILLARD, INC [1.74%] AMER ELECTRIC POW CO [1.73%]

31-Mar-09 WINDSTREAM CORP [2.4%] YAMANA GOLD INC [2.4%] BIOVAIL CORP [2.18%] COOPER COS INC [2.14%] Check Point Software Technologi [2.13%] HCC INSURANCE HLDGS [2.13%] AMERIPRISE FINANCIAL [2.12%] Hubbell, Inc. B [2.1%] COOPER INDS CL A [2.05%] P P G IND [1.94%]

Click here for Stock Holding Change Map in DWS Dreman Mid Cap Value B Fund (MIDYX)

  

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See more information on DWS Dreman Mid Cap Value B Fund (MIDYX)

• DWS Dreman Mid Cap Value B Fund Insights
• DWS Dreman Mid Cap Value B Fund Performance Data
• DWS Dreman Mid Cap Value B Fund News
• DWS Dreman Mid Cap Value B Fund Score Explaination
• DWS Dreman Mid Cap Value B Fund Manager Information
• Historic DWS Dreman Mid Cap Value B Fund Asset Allocation Report
• Historic DWS Dreman Mid Cap Value B Fund Top 10 Holding Tracking
• Historic DWS Dreman Mid Cap Value B Fund Asset Under Management Tracking