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Dunham Small Cap Growth C DCDGX

Quantitative rating as of
  • NAV / 1-Day Return 9.42  /  1.07 %
  • Total Assets 79.2 Mil
  • Adj. Expense Ratio
    2.140%
  • Expense Ratio 2.830%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 92%

Morningstar’s Analysis DCDGX

Will DCDGX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Dunham Small Cap Growth C to a Morningstar Quantitative Rating of 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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