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DSE_X style

See
http://portfolios.morningstar.com/fund/summary?t=DSENX&region=usa&culture=en-US

Last year style was deemed LC b/w G and V, and this year MCV, deep value actually.

Is that because the lower SP500 holdings are typically 'smaller' companies?

M* category remains LV. Benchmark = Russell 1k Value.

fwiw, M* CAPE entry has almost no data. LV is category.

Comments

  • I'm not confident the style dot means anything. I took sector etfs from a couple different companies and did an instant X-ray based on the sectors the fund currently holds. They all came out large blend and more on the growth side than value. I can't imagine any way the fund is on the border between small and mid cap ever, they'd have to be inverse market cap weighting the smallest X% of stocks in the sector or something crazy like that, and while I'm a little surprised at the growth leaning I guess I'd chalk it up to the difference between CAPE ratios and current statistics.

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