DASCX : Dean Small Cap Value Fund

DASCX is a US Stocks Market Small Value with MODERATE fees.

DASCX

Dean Small Cap Value Fund

FI Score

41 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

41% FI Score
  • dascx
  • Mutual Fund
  • US Stocks
  • Small Value

Dean Small Cap Value Fund

Expenses: 1.15% (Better than 1% of similar funds)

This is a bad choice for a Small Value US Stocks fund. See why ยป

Fund 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. small cap companies. The fund may also invest in high grade government bonds. It may from time to time overweight its investments in certain market sectors. The fund may also invest in high grade government bonds.

Largest Holdings

Amount Holding
2.51% Argan Inc
2.28% Insight Enterprises Inc
2.16% Korn Ferry
2.14% MYR Group Inc
1.97% Valvoline Inc
1.93% InterDigital Inc
1.88% UMB Financial Corp
1.86% MTS Systems Corp
1.60% Bryn Mawr Bank Corp
1.58% WESCO International Inc
1.56% Cooper Tire & Rubber Co
1.54% Houlihan Lokey Inc Class A
1.54% First Financial Bancorp
1.53% John Wiley & Sons Inc Class A
1.53% PJT Partners Inc A
1.51% Equity Commonwealth
1.51% Cal-Maine Foods Inc
1.49% Treehouse Foods Inc
1.48% American National Insurance Co
1.47% Stewart Information Services Corp
1.47% Cabot Microelectronics Corp
1.42% National Healthcare Corp
1.41% Hostess Brands Inc Class A
1.38% Regal Beloit Corp
1.37% Blue Bird Corp

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