DALCX : Dean Mid Cap Value Fund

DALCX is a US Stocks Market Mid-Cap Value with MODERATE fees.

DALCX

Dean Mid Cap Value Fund

FI Score

25 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

25% FI Score
  • dalcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Dean Mid Cap Value Fund

Expenses: 1.02% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund 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. mid cap companies. Equity securities in which the fund may invest include common stocks, securities convertible into common stocks, REITs, and master limited partnerships ("MLPs").

Largest Holdings

Amount Holding
2.32% KLA Corp
2.23% Essex Property Trust Inc
2.21% Ameren Corp
2.17% International Flavors & Fragrances Inc
2.08% Pinnacle West Capital Corp
2.05% Highwoods Properties Inc
2.05% Atmos Energy Corp
2.02% CMS Energy Corp
1.98% Zimmer Biomet Holdings Inc
1.97% Globe Life Inc
1.88% Conagra Brands Inc
1.84% Quest Diagnostics Inc
1.84% Healthcare Trust of America Inc
1.84% Encompass Health Corp
1.75% Arrow Electronics Inc
1.74% PerkinElmer Inc
1.73% JM Smucker Co
1.70% ITT Inc
1.70% Science Applications International Corp
1.69% FMC Corp
1.66% Omnicom Group Inc
1.66% The Hanover Insurance Group Inc
1.64% Masco Corp
1.63% Genuine Parts Co
1.62% Ameriprise Financial Inc

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