Dean Mid Cap Fund Manager Performance Evaluation
| DALCX Fund | USD 29.68 0.24 0.82% |
The fund shows a Beta (market volatility) of 0.79, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dean Mid's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dean Mid is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dean Mid Cap are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Dean Mid showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | 4 Mid-Cap Value Mutual Funds Shining Despite Volatile Market Conditions - Zacks Investment Research | 11/13/2025 |
| Expense Ratio Date | 29th of July 2025 | |
| Expense Ratio | 0.8500 |
Dean |
Dean Mid Relative Risk vs. Return Landscape
If you would invest 2,580 in Dean Mid Cap on November 13, 2025 and sell it today you would earn a total of 364.00 from holding Dean Mid Cap or generate 14.11% return on investment over 90 days. Dean Mid Cap is currently producing 0.2234% returns and takes up 0.802% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Dean, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dean Mid Current Valuation
Undervalued
Today
Please note that Dean Mid's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Dean Mid Cap shows a prevailing Real Value of $31.47 per share. The current price of the fund is $29.68. We determine the value of Dean Mid Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dean Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dean Mutual Fund. However, Dean Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 29.68 | Real 31.47 | Hype 29.4 |
The intrinsic value of Dean Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dean Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dean Mid Cap helps investors to forecast how Dean mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dean Mid more accurately as focusing exclusively on Dean Mid's fundamentals will not take into account other important factors: Dean Mid Target Price Odds to finish over Current Price
The tendency of Dean Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 29.68 | 90 days | 29.68 | near 1 |
Based on a normal probability distribution, the odds of Dean Mid to move above the current price in 90 days from now is near 1 (This Dean Mid Cap probability density function shows the probability of Dean Mutual Fund to fall within a particular range of prices over 90 days) .
Dean Mid Price Density |
| Price |
Predictive Modules for Dean Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dean Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Dean Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Dean Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dean Mid is not an exception. The market had few large corrections towards the Dean Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dean Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dean Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.79 | |
σ | Overall volatility | 0.98 | |
Ir | Information ratio | 0.16 |
Dean Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dean Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dean Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 96.24% of its assets under management (AUM) in equities |
Dean Mid Fundamentals Growth
Dean Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dean Mid, and Dean Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dean Mutual Fund performance.
| Price To Earning | 16.90 X | ||||
| Price To Book | 2.15 X | ||||
| Price To Sales | 1.22 X | ||||
| Total Asset | 238.81 M | ||||
About Dean Mid Performance
Evaluating Dean Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dean Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dean Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests in equity securities of mid cap companies. The funds 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 percent 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 .Things to note about Dean Mid Cap performance evaluation
Checking the ongoing alerts about Dean Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dean Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 96.24% of its assets under management (AUM) in equities |
- Analyzing Dean Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dean Mid's stock is overvalued or undervalued compared to its peers.
- Examining Dean Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dean Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dean Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dean Mid's mutual fund. These opinions can provide insight into Dean Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dean Mutual Fund
Dean Mid 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 Mid security.
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