Dean Fund Mutual Funds List
Here you can find all mutual funds issued by Dean Fund and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.99%
- Avg. 1 Year Return
- 25.66%
- Avg. 5 Year Return
- 8.06%
- Median Risk/Return Score
- 30 / 100
Dean Fund Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dean Mid Cap Value Fund | Mid Cap Value Equities | May 28, 1997 | 0.85% | 11.15% | 10.52% | 5.55% | 27 | ||||||||
| Dean Small Cap Value Fund | Small Cap Value Equities | May 28, 1997 | 1.13% | 14.31% | 8.08% | 1.75% | 33 |
Explore top Dean Fund Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Dean Fund Mutual funds by Risk/Return Score
The top Dean Fund Mutual funds by PortfoliosLab Risk/Return Score are DASCX (33) and DALCX (27).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Dean Small Cap Value Fund | 33 | — | May 1997 | |
| Dean Mid Cap Value Fund | 27 | — | May 1997 |
Best-Performing Dean Fund Mutual funds Over 5 Years
The top Dean Fund Mutual funds is DALCX (10.02%).
Across the lineup, Dean Fund Mutual funds show an average 1-year return of 25.66% and an average 5-year return of 8.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Dean Mid Cap Value Fund | 10.02% | — | May 1997 | |
| Dean Small Cap Value Fund | 6.10% | — | May 1997 |
Lowest-Cost Dean Fund Mutual funds
The top Dean Fund Mutual funds is DALCX (0.85%).
With an average expense ratio of 0.99%, Dean Fund Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Dean Mid Cap Value Fund | 0.85% | — | May 1997 | |
| Dean Small Cap Value Fund | 1.13% | — | May 1997 |
Highest-Yield Dean Fund Mutual funds
The top Dean Fund Mutual funds is DALCX (5.55%).
Across the lineup, Dean Fund Mutual funds show an average dividend yield of 3.65%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Dean Mid Cap Value Fund | 5.55% | — | May 1997 | |
| Dean Small Cap Value Fund | 1.75% | — | May 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.