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DALCX Dean Mid Cap Value Forecast, Technical & Fundamental Analysis

Category MidCapValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of New York Mellon Corp (NYSE:BK), Pultegroup (NYSE:PHM).

Industry description

The investment seeks long-term capital appreciation and, secondarily, dividend income. The fund primarily invests in equity securities of mid cap companies. The fund's managers consider "mid cap" companies to be those with market capitalizations similar to companies listed on the Russell MidCap® Value Index at the time of investment. It invests at least 80% of its net assets in equity securities of U.S. mid cap companies. Equity securities in which the fund may invest include common stocks, securities convertible into common stocks, REITs, and master limited partnerships ("MLPs").

Market Cap

The average market capitalization across the Dean Mid Cap Value MF is 20.1B. The market cap for tickers in the group ranges from 8.17B to 46.85B. LHX holds the highest valuation in this group at 46.85B. The lowest valued company is PPC at 8.17B.

Volume

The average weekly volume growth across all stocks in the Dean Mid Cap Value MF was 27%. For the same stocks of the MF, the average monthly volume growth was 21% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 57
P/E Growth Rating: 43
Price Growth Rating: 33
SMR Rating: 50
Profit Risk Rating: 25
Seasonality Score: 20 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Unified Series Trust (Deanmutualfunds)2960 N. Meridian Street, Suite 300Indianapolis
Phone
(610) 648-3851
Web
www.deanmutualfunds.com
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DALCX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DALCX has been closely correlated with MVCAX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if DALCX jumps, then MVCAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DALCX
1D Price
Change %
DALCX100%
-0.35%
MVCAX - DALCX
94%
Closely correlated
-0.65%
VMVAX - DALCX
90%
Closely correlated
-0.23%
VMVIX - DALCX
90%
Closely correlated
-0.24%
JVMTX - DALCX
86%
Closely correlated
-0.73%
JVMAX - DALCX
86%
Closely correlated
-0.77%
More