DALCX Mutual Fund

DALCX Mutual Fund (Dean Mid Cap Value Fund) is managed by Dean Mutual Fund with $270.2M in net assets. DALCX expense ratio is 0.85%, holding 58 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1997-05-28.

DALCX performance shows a YTD return of 15.91%. The 1-year return is 20.67% and the 5-year return is 11.37%. DALCX dividend yield stands at 5.30%, paid annually.

DALCX top holdings include Jazz Pharmaceuticals Plc. (3.5%), Bank Of New York Mellon Corp (2.9%), Knight-Swift Transportation Holdings Inc (2.4%), Arrow Electronics Inc. (2.4%), Ameren Corporation Utilities (2.3%). Go to all DALCX holdings, DALCX sectors, or DALCX dividends.

DALCX can be compared against other funds. Use DALCX overlap to find shared positions, or DALCX vs another fund for a side-by-side view. DALCX alternatives are available via the screener, along with tax-loss harvesting opportunities.