DASCX Mutual Fund

DASCX Mutual Fund (Dean Small Cap Value Fund) is managed by Dean Mutual Fund with $188.8M in net assets. DASCX expense ratio is 1.16%, holding 62 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1997-05-28.

DASCX performance shows a YTD return of 23.05%. The 1-year return is 33.84% and the 5-year return is 8.39%. DASCX dividend yield stands at 1.62%, paid annually.

DASCX top holdings include HELMERICH + PAYNE INC (3.6%), Bel Fuse, Inc. (Belfb) (3.5%), Steve Madden, Ltd. (3.5%), Viavi Solutions Inc (3.5%), Advanced Energy Industries Inc. (3.4%). Go to all DASCX holdings, DASCX sectors, or DASCX dividends.

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