DALCX Mutual Fund
DALCX Mutual Fund
Dean Mid Cap Value Fund
DALCX Mutual Fund Overview
DALCX Mutual Fund (Dean Mid Cap Value Fund) is managed by Dean Mutual Fund with $277.1M in net assets. DALCX expense ratio is 0.85%, holding 58 positions across sectors including Financials, Industrials, Unknown. Inception date: 1997-05-28.
DALCX performance shows a YTD return of 13.10%. The 1-year return is 19.25% and the 5-year return is 10.39%. DALCX dividend yield stands at 5.40%, paid annually.
DALCX top holdings include Denver City And County School District 1 General Obligation Bonds 5 12/01/2027 (3.6%), Bank Of New York Mellon (3.0%), Jazz Pharmaceuticals Plc. (2.9%), Dollar Gen Corp New (2.4%), Borgwarner Inc. (2.2%). View all DALCX holdings, sector breakdown, or dividend history.
DALCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DALCX alternatives are available via the screener, along with tax-loss harvesting opportunities.