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Dunham Real Estate Stock A (DAREX)

12.29
+0.22
+(1.82%)
At close: 8:00:28 PM EDT
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  • Previous Close 12.07
  • YTD Return -5.94%
  • Expense Ratio 1.80%
  • Category Real Estate
  • Last Cap Gain -24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 48.64M
  • Beta (5Y Monthly) 1.22
  • Yield 0.60%
  • 5y Average Return --
  • Holdings Turnover 78.00%
  • Last Dividend 0.08
  • Inception Date Jan 3, 2007

The fund's sub-adviser seeks to achieve its investment objectives by investing primarily in income-producing equity securities of real estate companies. It normally invests at least 80% of its assets in equity securities of companies principally engaged in the real estate industry that are economically tied to different countries throughout the world, including the United States. It is non-diversified.

Dunham Funds

Fund Family

Real Estate

Fund Category

48.64M

Net Assets

2007-01-03

Inception Date

Performance Overview: DAREX

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Trailing returns as of 4/10/2025. Category is Real Estate.

YTD Return

DAREX
5.94%
Category
20.43%
 

1-Year Return

DAREX
1.21%
Category
36.79%
 

3-Year Return

DAREX
8.17%
Category
10.81%
 

5-Year Return

DAREX
1.31%
Category
7.03%
 

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Holdings: DAREX

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Sector Weightings

SectorDAREX
Real Estate   74.73%
Utilities   7.05%
Industrials   6.24%
Technology   0.00%
Energy   0.00%
Healthcare   0.00%

Recent News: DAREX

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Research Reports: DAREX

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