Dean Mid Cap Fund Manager Performance Evaluation
| DALCX Fund | USD 26.81 0.01 0.04% |
The fund shows a Beta (market volatility) of 0.2, which means not very significant fluctuations relative to the market. 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
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Dean Mid Cap are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Dean Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...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 2,606 in Dean Mid Cap on September 28, 2025 and sell it today you would earn a total of 75.00 from holding Dean Mid Cap or generate 2.88% return on investment over 90 days. Dean Mid Cap is currently producing 0.0478% returns and takes up 0.7479% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dean, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dean Mid Current Valuation
Fairly Valued
Today
Please note that Dean Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dean Mid Cap shows a prevailing Real Value of $26.62 per share. The current price of the fund is $26.81. 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 26.81 | Real 26.62 | Hype 26.8 | Naive 26.56 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dean Mid's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dean Mid Cap, and traders can use it to determine the average amount a Dean Mid's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0639
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DALCX |
Based on monthly moving average Dean Mid is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dean Mid by adding it to a well-diversified portfolio.
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 | 228.78 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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