Dana Large Cap Fund Quote
| DLCEX Fund | USD 20.65 0.20 0.96% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dana Large is trading at 20.65 as of the 19th of March 2025; that is 0.96 percent down since the beginning of the trading day. The fund's open price was 20.85. Dana Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund seeks to achieve its investment objective through investment in publicly-traded equity securities using a disciplined, risk-controlled investment process. At least 80 percent of the funds net assets will be invested in large cap equity securities, which the Adviser defines as companies having a market capitalization of over 10 billion at the time of purchase. More on Dana Large Cap
Moving together with Dana Mutual Fund
Dana Mutual Fund Highlights
| Fund Concentration | Dana Investment Funds, Large Blend Funds, Large Blend, Dana Investment, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Dana Large Cap [DLCEX] is traded in USA and was established 19th of March 2025. Dana Large is listed under Dana Investment category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Dana Investment family. This fund currently has accumulated 100 M in assets under management (AUM) with no minimum investment requirementsDana Large Cap is currently producing year-to-date (YTD) return of 1.48% with the current yeild of 0.0%, while the total return for the last 3 years was 10.16%.
Check Dana Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dana Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dana Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dana Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dana Large Cap Mutual Fund Constituents
| MSFT | Microsoft | Stock | Information Technology | |
| DXC | DXC Technology Co | Stock | Information Technology | |
| WMT | Walmart | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| VLO | Valero Energy | Stock | Energy | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
Dana Large Cap Risk Profiles
| Mean Deviation | 1.15 | |||
| Standard Deviation | 2.52 | |||
| Variance | 6.36 | |||
| Risk Adjusted Performance | (0.12) |
Dana Large Against Markets
Other Information on Investing in Dana Mutual Fund
Dana Large financial ratios help investors to determine whether Dana Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dana with respect to the benefits of owning Dana Large security.
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