Dunham Small Cap Growth N
Dunham 4020 South 147th Street Omaha, NE, 68137
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Phone: 888-338-6426
| Category: | Small Growth | | Fund Family: | Dunham Funds | | Net Assets: | 13.95M | | Year-to-Date Return: | 29.50% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-04 |
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Jan Parsons
Lead Manager since
10-Dec-04 | | | 26 Years in Business Years at Firm: 21 1987 to Present: Pier Capital, LLC Chief Investment Officer 1985 to 1987: Enskilda Securities, London 1983 to 1985: Sirius Insurance Company, Ltd., Stockholm 1983: Civilekonom (MBA), University of Stockholm |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $50,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to maximize capital appreciation. The fund invests at least 80% of assets in the common stock of small companies that have a market capitalization equal to or less than the largest stock in the S&P SmallCap 600 index. It may purchase other securities of publicly held corporations such as preferred stocks or bonds, as well as government securities, money market funds, CDs, and other short-term debt instruments. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(14-Aug-08):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 133.38% |
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| Expense | DNDGX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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