Morningstar Highlights Dean Small Cap Value Mutual Fund

May 12, 2014

2014 Morningstar

In the April/May 2014 issue of Morningstar magazine, Rob Wherry wrote an article about C.H. Dean titled “Smooth Transitions”. Published in the Undiscovered Managers section of the magazine, the article highlights the “smooth transition” of the Dean Small Cap Value Fund (DASCX) to a new investment team in 2008.  Wherry describes how Steve Miller, President of C.H. Dean, had a vision several years ago to find an institutional-quality team who could revive the fund – “new management that would not only commit to the fund but to the firm, too.”

In March 2008, Dean Capital Management (DCM) was formally created as the investment management affiliate of C.H. Dean.  DCM’s experienced team was lifted-out of a large mutual fund firm in Kansas City.  DCM provides investment management services for Dean’s mutual fund shareholders as well as their SMA clients.   At C.H. Dean we have been quite satisfied with the high-caliber investment results generated by DCM over the past few years.  It is truly gratifying to have our turn-around story recognized by Morningstar, the leading provider of independent mutual fund analysis and research.

Near the end of the article, Wherry summarizes by stating “It’s been five-plus years since Miller made the decision to bring on new management.  There are signs his decision has paid off.”   We agree.

See the link below to read the full article:

Smooth Transitions – Morningstar Article


You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-888-899-8343. Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.