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 Dow Down 0.10% Nasdaq Up 0.23%
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Dunham Real Estate Stock A (DAREX)

17.18 Down 0.01(0.06%) Apr 17
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Prev Close:17.19
YTD Return*:9.53%
Net Assets*:46.47M
Yield*:0.73%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for DAREX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPG10.279.21
PLD6.5811.53
GGP4.279.72
BXP3.3815.93
EQR3.3713.86

Fund Basics

Morningstar Overall Rating:
Total Assets:46.47M
Category:Real Estate
Annual Report Expense Ratio (net):1.55%

Performance & Risk

YTD Return:9.53%
5y Avg Return:27.80%
Rank in Category (ytd):48
% Rank in Category (ytd):17.02%
Beta (3y):0.89
Morningstar Risk Rating:4

Fund Summary

The investment seeks to maximize total return from capital appreciation and dividends. The fund invests primarily in income-producing equity securities of U.S. real estate companies. It normally invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in equity securities of companies principally engaged in the U.S. real estate industry. The fund defines a company as principally engaged in the U.S. real estate industry if at least 50% of the company's revenues or 50% of the market value of the company's assets are related to the ownership, construction, management or sale of U.S. real estate. It is non-diversified. View More
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