Dean Mid Cap Value Fund

Class Other (DALCX)
Scorecard
2 / 5 Stars
Lipper
1 2 3 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#68 in Mid-Cap Value

U.S. News evaluated 109 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.46 percent over the past year, 12.59 percent over the past three years, 19.34 percent over the past five years, and 5.24 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 20.5%
3 Years (Annualized) 12.6%
5 Years (Annualized) 19.3%
10 Years (Annualized) 5.2%

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Summary

The investment seeks long-term capital appreciation and, secondarily, dividend income. The fund primarily invests in equity securities of mid cap companies. The fund's managers consider "mid cap" companies to be those with market capitalizations similar to companies listed on the Russell MidCap® Value Index at the time of investment. It invests at least 80% of its net assets in equity securities of U.S. and foreign mid cap companies, directly or indirectly through other investment companies (including exchange-traded funds ("ETFs")) that invest primarily in U.S. and foreign mid cap companies.

Fees

Fees are Low compared to funds in the same category.
Dean Mid Cap Value Fund has an expense ratio of 1.50 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Dean Fund Funds