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Dunham Focused Large Cap Growth N (DNFGX)

14.95 Up 0.09(0.61%) Aug 29
Prev Close:14.86
YTD Return*:-2.87%
Net Assets*:57.80M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for DNFGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
FB7.3932.41
PCLN5.387.18
BEAV5.09-1.96
AMZN4.55-23.00
LNKD4.07-6.94

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:57.8M
Category:Large Growth
Annual Report Expense Ratio (net):1.69%

Performance & Risk

YTD Return:-2.87%
5y Avg Return:N/A
Rank in Category (ytd):98
% Rank in Category (ytd):5.66%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks to maximize capital appreciation. The fund invests primarily in domestic and foreign growth-oriented, large capitalization or "large cap" equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in large cap companies. Shareholders will be provided 60 days advance notice of any change to this policy. It is considered a focused fund as it generally limits the number of holdings in the portfolio to 35 stocks. View More
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