Dean Mid Cap Value Fund (DALCX)

Overview

The fund is designed to cater to investors looking for growth opportunities within the mid cap segment of the market, specifically targeting companies with market capitalizations that align with the Russell MidCap® Value Index. By focusing on mid cap companies, the fund aims to capitalize on the unique balance of risk and growth potential inherent in this segment. The fund mandates that at least 80% of its net assets are allocated to equity securities of U.S. mid cap companies, showcasing a dedicated investment philosophy centered around mid cap equities. The management team employs a strategic approach to select securities that offer promising growth prospects while adhering to the fund's investment criteria.

Products and Services

• Common Stocks

Investment in common stocks represents a significant portion of the fund's portfolio, providing direct equity ownership in mid cap companies. This asset class is central to the fund's objective of capturing growth potential, offering investors the opportunity to benefit from stock appreciation and, in some cases, dividend income.

• Securities Convertible into Common Stocks

The fund includes securities convertible into common stocks, such as convertible bonds and preferred shares, as part of its diversified approach. These securities offer the potential for income through interest or dividends, along with the opportunity for capital appreciation through conversion into common stocks, catering to investors seeking both growth and income.

• Real Estate Investment Trusts (REITs)

REITs are included in the fund’s investment strategy to provide exposure to the real estate sector within the mid cap space. REITs offer investors a way to gain exposure to real estate earnings and potential capital appreciation, while also providing potential diversification benefits to the fund's overall portfolio.

• Master Limited Partnerships (MLPs)

Investing in MLPs allows the fund to include entities primarily engaged in the energy sector, such as pipeline operations. MLPs can offer both income, in the form of distributions similar to dividends, and growth potential, making them an attractive component for investors looking to diversify their investment in mid cap equities beyond traditional sectors.