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Dunham Large Cap Value A DALVX

Quantitative rating as of
  • NAV / 1-Day Return 17.31  /  0.06 %
  • Total Assets 160.3 Mil
  • Adj. Expense Ratio
    1.510%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 23%

Morningstar’s Analysis DALVX

Will DALVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Dunham Large Cap Value A's recent fee cut and People Pillar rating increase lead to an upgrade in this strategy's Morningstar Quantitative Rating to Neutral from Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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