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Dunham Dynamic Macro C DCAVX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Dunham Investment Hub

Morningstar’s Analysis DCAVX

Will DCAVX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DCAVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DCAVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DCAVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Dunham Dynamic Macro C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers. The strategy changed its peer group in February, moving from the Macro Trading category to the Tactical Allocation Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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