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    Dunham Real Estate Stock A (DAREX)

    18.49 Up 0.09(0.49%) May 27
    Prev Close:18.40
    YTD Return*:1.99%
    Net Assets*:42.83M
    Yield*:0.81%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for DAREX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SPG10.72N/A
    PSA7.09N/A
    EXR5.51N/A
    HCN4.92N/A
    DLR4.44N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:42.83M
    Category:Real Estate
    Annual Report Expense Ratio (net):1.89%

    Performance & Risk

    YTD Return:1.99%
    5y Avg Return:9.21%
    Rank in Category (ytd):67
    % Rank in Category (ytd):22.41%
    Beta (3y):0.57
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to maximize total return from capital appreciation and dividends. The fund's Sub-Adviser seeks to achieve the fund's investment objectives by investing primarily in income-producing equity securities (including real estate investment trusts ("REITs")) of U.S. real estate companies. Under normal market conditions, the fund 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. It is non-diversified. View More
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