Nasdaq - Delayed Quote • USD
Dunham Focused Large Cap Growth C (DCFGX)
At close: April 26 at 8:00 PM EDT
Fund Summary
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. It normally invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the common stock of large cap companies. The managers define large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000® Index during the most recent 12-month period. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 53.61% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 9.15% |
| 5y Average Return | 12.49% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.34 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DCFGX | Category Average | DCFGX | Category Average | DCFGX | Category Average | |
| Alpha | -5.49 | 0.03 | -1.82 | 0.04 | -1.35 | 0.01 |
| BETA | 1.34 | 0.01 | 1.21 | 0.01 | 1.2 | 0.01 |
| Mean Annual Return | 0.85 | 0.02 | 1.4 | 0.02 | 1.2 | 0.01 |
| R-squared | 83.76 | 0.89 | 81.46 | 0.87 | 78.23 | 0.87 |
| Standard Deviation | 25.84 | 0.2 | 24.64 | 0.16 | 20.63 | 0.15 |
| Sharpe Ratio | 0.28 | 0.01 | 0.6 | 0.01 | 0.63 | 0.01 |
| Treynor Ratio | 3.12 | 0.21 | 10.39 | 0.21 | 9.63 | 0.15 |
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