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Dana Large Cap Equity Investor DLCEX

Quantitative rating as of
  • NAV / 1-Day Return 20.78  /  0.97 %
  • Total Assets 102.2 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.13%
  • Turnover 30%

Morningstar’s Analysis DLCEX

Will DLCEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Dana Large Cap Equity Investor's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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