Nasdaq - Delayed Quote USD

Dunham Focused Large Cap Growth C (DCFGX)

34.36 +0.41 (+1.21%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.15%
5y Average Return 12.49%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Apr 26, 2024) 53.61%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 53.61%
Worst 3Y Total Return 0.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DCFGX
Category
YTD
14.36%
12.38%
1-Month
1.10%
5.09%
3-Month
14.36%
10.28%
1-Year
44.77%
41.70%
3-Year
7.15%
22.56%
5-Year
14.71%
21.98%
10-Year
13.05%
15.99%
Last Bull Market
33.31%
25.99%
Last Bear Market
-27.12%
-17.29%

Annual Total Return (%) History

Year
DCFGX
Category
2024
--
--
2023
53.61%
--
2022
-39.42%
--
2021
12.17%
--
2020
48.32%
35.86%
2019
34.15%
31.90%
2018
8.88%
-2.09%
2017
25.19%
27.67%

2016
-8.38%
3.23%
2015
10.92%
3.60%
2014
1.19%
10.00%
2013
36.25%
33.92%
2012
11.74%
15.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.36% -- -- --
2023 21.34% 15.39% -6.75% 17.66%
2022 -14.86% -27.12% -7.56% 5.62%
2021 -2.95% 12.81% 0.84% 1.60%
2020 -11.32% 35.90% 12.80% 9.10%
2019 19.60% 5.56% -4.21% 10.93%
2018 8.26% 9.16% 11.79% -17.58%
2017 10.65% 5.98% 3.26% 3.38%
2016 -8.38% -0.68% 7.63% -6.45%
2015 7.31% 0.84% -5.04% 7.94%

2014 -2.37% -1.43% 2.76% 2.33%
2013 5.16% 1.16% 18.34% 8.23%
2012 17.71% -8.37% 4.57% -0.93%

Rank in Category (By Total Return)

YTD 22
1-Month 90
3-Month 22
1-Year 15
3-Year 69
5-Year 58

Load Adjusted Returns

1-Year 44.77%
3-Year 7.15%
5-Year 14.71%
10-Year 13.05%

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

Fund Overview

Category Large Growth
Fund Family Dunham Funds
Net Assets 196.57M
YTD Return 14.36%
Yield 0.00%
Morningstar Rating
Inception Date Dec 08, 2011

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.

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