Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Dunham Mutual Funds
View all of Dunham’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Dunham Funds List
Share Class Type
1 to 25 of 45 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Dunham International Stock A | DAINX | Foreign Large Blend | 10.07% | 2 | 2.240% | High | Front Load | $5,000 | ||
| Dunham International Stock N | DNINX | Foreign Large Blend | 10.16% | 2 | 1.990% | High | Institutional | $100,000 | ||
| Dunham High-Yield Bond N | DNHYX | High Yield Bond | — | 1.08% | 53 | 1.240% | High | Institutional | $100,000 | |
| Dunham International Opportunity Bond A | DAIOX | Global Bond | 1.13% | 5 | 1.930% | High | Front Load | $5,000 | ||
| Dunham International Opportunity Bond N | DNIOX | Global Bond | 0.94% | 5 | 1.680% | High | Institutional | $100,000 | ||
| Dunham International Stock C | DCINX | Foreign Large Blend | 9.83% | 3 | 2.990% | High | Level Load | $5,000 | ||
| Dunham Long/Short Credit Fund Class A | DAAIX | Nontraditional Bond | 1.91% | 31 | 1.130% | Average | Front Load | $5,000 | ||
| Dunham Long/Short Credit Fund Class N | DNAIX | Nontraditional Bond | 1.99% | 29 | 0.880% | Average | Institutional | $100,000 | ||
| Dunham Corporate/Government Bond A | DACGX | Intermediate Core-Plus Bond | — | −1.63% | 31 | 1.420% | High | Front Load | $5,000 | |
| Dunham Corporate/Government Bond N | DNCGX | Intermediate Core-Plus Bond | — | −1.07% | 27 | 1.170% | High | Institutional | $100,000 | |
| Dunham Dynamic Macro A | DAAVX | Tactical Allocation | 6.21% | 16 | 2.060% | Above Average | Front Load | $5,000 | ||
| Dunham Dynamic Macro C | DCAVX | Tactical Allocation | 6.00% | 16 | 2.810% | Above Average | Level Load | $5,000 | ||
| Dunham Dynamic Macro N | DNAVX | Tactical Allocation | 6.39% | 15 | 1.810% | Above Average | Institutional | $100,000 | ||
| Dunham Floating Rate Bond N | DNFRX | Bank Loan | — | 2.41% | 85 | 1.170% | High | Institutional | $100,000 | |
| Dunham Focused Large Cap Growth A | DAFGX | Large Growth | 8.00% | 46 | 1.480% | High | Front Load | $5,000 | ||
| Dunham Focused Large Cap Growth N | DNFGX | Large Growth | 10.16% | 39 | 1.230% | High | Institutional | $100,000 | ||
| Dunham High-Yield Bond A | DAHYX | High Yield Bond | — | 0.98% | 56 | 1.490% | High | Front Load | $5,000 | |
| Dunham High-Yield Bond C | DCHYX | High Yield Bond | — | 0.84% | 66 | 1.990% | High | Level Load | $5,000 | |
| Dunham International Opportunity Bond C | DCIOX | Global Bond | 1.01% | 6 | 2.430% | High | Level Load | $5,000 | ||
| Dunham Large Cap Value A | DALVX | Large Value | 6.69% | 24 | 1.290% | High | Front Load | $5,000 | ||
| Dunham Large Cap Value N | DNLVX | Large Value | 6.02% | 23 | 1.040% | High | Institutional | $100,000 | ||
| Dunham Long/Short Credit Fund Class C | DCAIX | Nontraditional Bond | 1.60% | 43 | 1.880% | Average | Level Load | $5,000 | ||
| Dunham Small Cap Growth A | DADGX | Small Growth | 1.86% | 63 | 1.810% | High | Front Load | $5,000 | ||
| Dunham Small Cap Growth C | DCDGX | Small Growth | 0.85% | 66 | 2.560% | High | Level Load | $5,000 | ||
| Dunham Small Cap Growth N | DNDGX | Small Growth | 1.93% | 61 | 1.560% | High | Institutional | $100,000 |
Dunham Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank