Dunham Real is trading at 15.33 as of the 28th of November 2024; that is 0.33% up since the beginning of the trading day. The fund's open price was 15.28. Dunham Real has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dunham Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The funds sub-adviser seeks to achieve its investment objectives by investing primarily in income-producing equity securities of real estate companies. It normally invests at least 80 percent of its assets in equity securities of companies principally engaged in the real estate industry that are economically tied to different countries throughout the world, including the United States. More on Dunham Real Estate
Dunham Real Estate [DAREX] is traded in USA and was established 28th of November 2024. Dunham Real is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Dunham Funds family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 75.53 M in assets under management (AUM) with no minimum investment requirementsDunham Real Estate is currently producing year-to-date (YTD) return of 12.7% with the current yeild of 0.02%, while the total return for the last 3 years was -7.72%.
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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 Real Estate 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 Real 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 Real security.