3 / 5 Stars
3 3 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#27 in Small Value
U.S. News evaluated 118 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.30 percent over the past year, 13.47 percent over the past three years, 29.24 percent over the past five years, and 7.49 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||29.2%|
|10 Years (Annualized)||7.5%|
The investment seeks long-term capital appreciation and, secondarily, dividend income. The fund primarily invests in equity securities of small cap companies. It invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. and foreign small cap companies, directly or through other investment companies (including exchange-traded funds ("ETFs")) that invest primarily in U.S. and foreign small cap companies. The fund may invest its remaining assets in equity securities of mid or large cap companies, derivative instruments, such as put and call options and futures contracts, and in fixed income securities.
Fees are Low compared to funds in the same category.
Dean Small Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.