Nasdaq - Delayed Quote USD

Dunham Focused Large Cap Growth C (DCFGX)

33.58
-0.28
(-0.83%)
At close: May 23 at 8:00:31 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
500
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • Commonwealth Universe
  • Ameritas NTFN
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab Retirement Only
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Avantax
  • Mid Atlantic Clearing and Settlement

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.

Fund Overview

Category Large Growth
Fund Family Dunham Funds
Net Assets 200.16M
YTD Return -8.71%
Yield 0.00%
Morningstar Rating
Inception Date Dec 08, 2011

Performance & Risk

YTD Return -1.87%
5y Average Return 11.10%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.32
Morningstar Risk Rating

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