Dunham Focused Large Fund Quote
| DCFGX Fund | USD 33.80 0.41 1.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Dunham Focused is trading at 33.80 as of the 26th of February 2025; that is 1.23 percent increase since the beginning of the trading day. The fund's open price was 33.39. Dunham Focused has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
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. More on Dunham Focused Large
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Dunham Mutual Fund Highlights
| Fund Concentration | Dunham Funds, Large Growth Funds, Large Growth, Dunham Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
Dunham Focused Large [DCFGX] is traded in USA and was established 26th of February 2025. Dunham Focused is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Dunham Funds family. This fund currently has accumulated 130.78 M in assets under management (AUM) with minimum initial investment of 5 K. Dunham Focused Large is currently producing year-to-date (YTD) return of 3.27%, while the total return for the last 3 years was 13.0%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dunham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dunham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dunham Focused Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dunham Focused Large Mutual Fund Constituents
| EW | Edwards Lifesciences Corp | Stock | Health Care | |
| ADSK | Autodesk | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Dunham Focused Large Risk Profiles
| Mean Deviation | 1.11 | |||
| Standard Deviation | 2.13 | |||
| Variance | 4.52 | |||
| Risk Adjusted Performance | (0.07) |
Dunham Focused Against Markets
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.
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