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Home > Financial Services > Mutual Funds > Dean Family of Funds
Dean Family of Funds
An Approved Dean Representative must make a good faith determination that the portfolio-related information to be disclosed does not constitute material nonpublic information, which involves an assessment of the particular facts and circumstances. Dean believes that in most cases recent portfolio changes that involve a few or even several securities in a diversified portfolio or commentary and analysis would be immaterial and would not convey any advantage to a recipient in making an investment decision concerning a Dean Fund. An Approved Dean Representative may in its sole discretion determine whether to deny any request for information made by any person, and may do so for any reason or no reason.
Dean Balanced Fund seeks the preservation of capital and total return. The fund normally allocates assets between equity, fixed-income, and money-market securities. It expects to invest between 40 percent and 75 percent of assets in common stocks and convertibles, 25 percent and 60 percent in preferred stocks and bonds, and up to 25 percent in money-market instruments. Management selects equities that have lower-than-market multiples of price/earnings ratio, book value, cash flow and revenues, and dividend yield. The fixed-income portion may consist of U.S. government and investment-grade corporate debt.
Dean Large Cap Value Fund seeks long-term growth of capital. The fund normally invests at least 65 percent of assets in common stocks and convertibles issued by large companies with market capitalizations in excess of 750 million dollars. The fund may also invest in preferred stocks and bonds rated investment-grade or better. It may invest in foreign companies in the form of American depositary receipts.
Dean Family of Funds provides services such as Investment Consulting Group, Pension Consulting, Wealth Management, Business Advisory, Family Office Services, and Online Reporting Services. Dean Family of Funds provides full complement of services customized to accommodate your Family Office needs including Wealth Management, Investment Consulting, Accounting, Tax Compliance and Business Advisory, Legacy Planning and Concierge services.
“Dean Family of Funds treats our customers the way we would like to be treated, because our clients value the same things we do -- consistent investment performance and superior levels of service."
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