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Morningstar

Dean

Dean Parent Rating

Above Average
Morningstar Manager Research

Overall, Dean benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.

Portfolio managers at Dean have worked to align their interests with investors' by taking a personal stake and investing alongside them. Nearly 100% of the firm’s assets are represented by a manager who invests at least$ 1 million in their own product. Turnover among Dean's portfolio management ranks has been low compared to other firms in the past five years. This stability on the personnel front boosts confidence in its staying power.

Dean Investments

Mutual Funds

See All Dean Funds

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

457.56 Mil

Investment Flows (TTM)

74.12 Mil

Asset Growth Rate (TTM)

20.71%

# of Share Classes

3
Morningstar Rating # of Share Classes
0
1
1
0
0
Not Rated 1
Name
Morningstar Rating Overall
5-Year Category Rank
Dean Mid Cap Value41
Dean Small Cap Value86
Dean Equity Income——
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Morningstar Mentions

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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