Dunham Large Cap Growth N
Dunham 4020 South 147th Street Omaha, NE, 68137
Map
Phone: 888-338-6426
| Category: | Large Growth | | Fund Family: | Dunham Funds | | Net Assets: | 33.65M | | Year-to-Date Return: | 13.10% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-04 |
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John Corby
Lead Manager since
01-Jan-07 | | | Corby plays a leadership role in the advisor's risk control and quantitative screening. He has 21 years of diverse investment experience, including portfolio management positions and client management responsibilities. Before joining the advisor in October 2004, Corby spent 17 years at Provident Investment Counsel where his most recent position was managing director. Corby holds the Chartered Financial Analyst designation. |
| 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 total assets in the common stock of large companies. It may invest no more than 20% of total assets in ADRs. The average market capitalization of the portfolio typically averages that of the s&p 500 index. |
| Last Dividend
(14-Aug-08):
| 0.00 | | Last Cap Gain
(14-Aug-08):
| 0.01 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | DNLGX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.20% Nasdaq 
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