Dunham Small is trading at 19.31 as of the 29th of November 2024; that is 0.16% down since the beginning of the trading day. The fund's open price was 19.34. Dunham Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Dunham Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its assets in small cap companies. The managers define small capitalization companies as those companies whose market capitalizations are equal to or less than the largest company in the Russell 2000 Index during the most recent 12-month period.. More on Dunham Small Cap
Dunham Small Cap [DADGX] is traded in USA and was established 29th of November 2024. Dunham Small is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Dunham Funds family. This fund currently has accumulated 65.6 M in assets under management (AUM) with no minimum investment requirementsDunham Small Cap is currently producing year-to-date (YTD) return of 18.47%, while the total return for the last 3 years was -3.11%.
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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 Dunham 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 Dunham 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 Dunham Small 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.
Other Information on Investing in Dunham Mutual Fund
Dunham Small financial ratios help investors to determine whether Dunham 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 Dunham with respect to the benefits of owning Dunham Small security.