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DASCX Dean Small Cap Value Forecast, Technical & Fundamental Analysis

Category SmallValue
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation and secondarily dividend income. The fund primarily invests in equity securities of small cap companies. It invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small cap companies. The fund may also invest in high grade government bonds. It may from time to time overweight its investments in certain market sectors. The fund may also invest in high grade government bonds.

Market Cap

The average market capitalization across the Dean Small Cap Value MF is 2.68B. The market cap for tickers in the group ranges from 959.23M to 5.17B. SLGN holds the highest valuation in this group at 5.17B. The lowest valued company is HTLD at 959.23M.

Volume

The average weekly volume growth across all stocks in the Dean Small Cap Value MF was -83%. For the same stocks of the MF, the average monthly volume growth was 12% and the average quarterly volume growth was 41%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 37
Price Growth Rating: 46
SMR Rating: 68
Profit Risk Rating: 61
Seasonality Score: 28 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category SmallValue

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

Correlation & Price change

A.I.dvisor indicates that over the last year, DASCX has been closely correlated with DFFVX. These tickers have moved in lockstep 92% of the time. This A.I.-generated data suggests there is a high statistical probability that if DASCX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DASCX
1D Price
Change %
DASCX100%
+1.19%
DFFVX - DASCX
92%
Closely correlated
+1.73%
DFSVX - DASCX
92%
Closely correlated
+1.63%
VSIAX - DASCX
91%
Closely correlated
+1.66%
VSIIX - DASCX
91%
Closely correlated
+1.66%
VISVX - DASCX
91%
Closely correlated
+1.65%
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