Dean Small Cap Fund Quote

DASCX Fund  USD 20.89  0.43  2.02%   

Performance

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Odds Of Distress

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Dean Small is trading at 20.89 as of the 24th of January 2026; that is 2.02 percent decrease since the beginning of the trading day. The fund's open price was 21.32. Dean Small has about a 24 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. The performance scores are derived for the period starting the 26th of October 2025 and ending today, the 24th of January 2026. Click here to learn more.
The fund primarily invests in equity securities of small cap companies. It invests at least 80 percent of its net assets 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. More on Dean Small Cap

Moving together with Dean Mutual Fund

  0.87DAEIX Unified Series TrustPairCorr
  0.97DALCX Dean Mid CapPairCorr
  0.99VSIIX Vanguard Small CapPairCorr
  0.99VISVX Vanguard Small CapPairCorr
  0.98DFSVX Us Small CapPairCorr

Dean Mutual Fund Highlights

Fund ConcentrationDean Fund Funds, Large Funds, Small Value Funds, Small Value, Dean Fund, Large, Small Value (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date29th of July 2025
Fiscal Year EndMarch
Dean Small Cap [DASCX] is traded in USA and was established 24th of January 2026. Dean Small is listed under Dean Fund category by Fama And French industry classification. The fund is listed under Small Value category and is part of Dean Fund family. This fund currently has accumulated 167.06 M in assets under management (AUM) with minimum initial investment of 1 K. Dean Small Cap is currently producing year-to-date (YTD) return of 8.9% with the current yeild of 0.0%, while the total return for the last 3 years was 5.24%.
Check Dean Small Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dean Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dean Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dean Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dean Small Cap Mutual Fund Constituents

THOThor IndustriesStockConsumer Discretionary
FRMEFirst MerchantsStockFinancials
LTCLTC PropertiesStockReal Estate
STCStewart Information ServicesStockFinancials
CMCCommercial MetalsStockMaterials
FNBFNB CorpStockFinancials
PAGPenske Automotive GroupStockConsumer Discretionary
KFYKorn FerryStockIndustrials
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Dean Small Cap Risk Profiles

Dean Small Against Markets

Dean Mutual Fund Analysis Notes

The fund retains 95.41% of assets under management (AUM) in equities. Dean Small Cap last dividend was 0.23 per share. Large To learn more about Dean Small Cap call the company at 888-899-8343.

Dean Small Cap Investment Alerts

Latest headline from news.google.com: Virtus AlphaSimplex Managed Futures Strategy Fund Q3 2025 Commentary - Seeking Alpha
The fund retains 95.41% of its assets under management (AUM) in equities

Top Dean Small Cap Mutual Fund Constituents

Dean Small Outstanding Bonds

Dean Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Dean Small Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Dean bonds can be classified according to their maturity, which is the date when Dean Small Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Dean Small Predictive Daily Indicators

Dean Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Dean Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Dean Small Forecast Models

Dean Small's time-series forecasting models are one of many Dean Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Dean Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Dean Mutual Fund

Dean Small financial ratios help investors to determine whether Dean Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dean with respect to the benefits of owning Dean Small security.
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