Dean Small Cap Value Fund

Class No Load (DASCX)
Scorecard
3 / 5 Stars
Lipper
3 3 3 3 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#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.

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Performance

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%
1 Year 25.3%
3 Years (Annualized) 13.5%
5 Years (Annualized) 29.2%
10 Years (Annualized) 7.5%

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Summary

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

Fees are Low compared to funds in the same category.
Dean Small Cap Value Fund has an expense ratio of 1.25 percent.

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Risk

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

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See Also:

Top Dean Fund Funds