Dean Mid Cap Value (DALCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Dean Mid Cap Value
Indianapolis, IN 46208
2960 N. Meridian Street, Suite 300
Unified Series Trust (Deanmutualfunds)
(610) 648-3851
Management information
Douglas Allen Leach,Lead manager since 29 June 2008
From November 2006 through June 2008, Mr. Leach served as Investment Analyst for the Adviser and, in this position, provided research and assistance to the portfolio manager for the Funds. Mr. Leach is a founding Member of theDean Capital Management, LLC, Portfolio Manager and Chief Compliance Officer, and has lead responsibility over the firm’s mid-cap value strategy. Mr. Leach started his investment career as an investment analyst for American Century in September 1997, serving as a senior investment analyst from February 2003 until October 2006.
Doug received his BA from Central Missouri State and his MBA from the University of Missouri – Kansas City. He is a CFA charter holder and member of the CFA Institute.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Value
Fund familyDean Fund
Net assets152.45M
YTD return5.69%
Yield0.99%
Morningstar rating★★★★
Inception date27 May 1997
Fund operations
Last dividend0.26
Last cap gain24.00
Holdings turnover48.00%
Average for categoryN/A
Fees and expenses
ExpenseDALCXCategory average
Annual report expense ratio (net)0.85%1.01%
Prospectus net expense ratio0.85%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.38%
Max deferred sales loadN/A1.14%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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