Dunham Focused Financials
| DNFGX Fund | USD 41.75 0.49 1.19% |
Dunham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dunham Focused Fund Summary
Dunham Focused competes with Blackrock Exchange, and Voya Government. 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 percent of its assets 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.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dunham Funds |
| Mutual Fund Family | Dunham Funds |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 338 6426 |
| Currency | USD - US Dollar |
Dunham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Focused's current stock value. Our valuation model uses many indicators to compare Dunham Focused value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Focused competition to find correlations between indicators driving Dunham Focused's intrinsic value. More Info.Dunham Focused Large is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.21 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dunham Focused Large is roughly 4.70 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dunham Focused's earnings, one of the primary drivers of an investment's value.Dunham Focused Large Systematic Risk
Dunham Focused's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Focused volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Dunham Focused Large correlated with the market. If Beta is less than 0 Dunham Focused generally moves in the opposite direction as compared to the market. If Dunham Focused Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Focused Large is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Focused is generally in the same direction as the market. If Beta > 1 Dunham Focused moves generally in the same direction as, but more than the movement of the benchmark.
Dunham Focused January 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dunham Focused help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Focused Large. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Focused Large based on widely used predictive technical indicators. In general, we focus on analyzing Dunham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dunham Focused's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 15.57 | |||
| Value At Risk | (2.45) | |||
| Potential Upside | 1.56 |
Other Information on Investing in Dunham Mutual Fund
Dunham Focused financial ratios help investors to determine whether Dunham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dunham with respect to the benefits of owning Dunham Focused security.
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal |