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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
  • 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.



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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