DASCX Mutual Fund

DASCX Mutual Fund (Dean Small Cap Value Fund) is managed by Dean Mutual Fund with $184.8M in net assets. DASCX expense ratio is 1.16%, holding 62 positions across sectors including Financials, Industrials, Utilities. 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 1.64%, paid annually.

DASCX top holdings include Aitc-Bank Deposit (4.6%), American States Water Co (3.6%), Heartland Express Inc (3.5%), Employers Holdings Inc (3.5%), Selective Insurance Group Inc (3.5%). 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.