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Dana

Dana Parent Rating

Average

In a competitive industry, Dana does n't differentiate itself enough, leading to an Average Parent Pillar rating.

Portfolio management turnover has been minimal at the firm over the past five years. Long-term stability signals a strong investment culture. On average, Dana's longest-tenured strategy managers have 23 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. Dana fails to showcase longevity across its product shelf, as evidenced by its five-year risk-adjusted success ratio. This means that, over this time period, only 25% of its roster has been able to survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.

Dana Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

178.27 Mil

Investment Flows (TTM)

−45.00 Mil

Asset Growth Rate (TTM)

−23.79%

# of Share Classes

4
Morningstar Rating # of Share Classes
0
1
2
0
1
Not Rated 0

Morningstar Mentions

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