Dunham Small Cap Value A (DASVX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DASVX at this time.
|Symbol||% Assets||YTD Return %|
|iShares Russell 2000 Value||3.52||4.60|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.54%|
Performance & Risk
|5y Avg Return:||22.31%|
|Rank in Category (ytd):||60|
|% Rank in Category (ytd):||15.38%|
|Morningstar Risk Rating:||2|
The investment seeks to maximize total return from capital appreciation and income.
The fund invests primarily in domestic, value-oriented, small-capitalization or "small cap" equity securities (common stock) of companies traded on U.S. stock exchanges or in the over-the-counter market using its fundamental stock selection process. It defines small capitalization companies as those that have market capitalizations less than $4 billion at the time of investment. The fund invests at least 80% of assets in small cap companies. View More