Morningstar

Dunham Small Cap Growth Fund Class C DCDGX

Morningstar Medalist Rating
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Medalist Rating as of See Dunham Investment Hub
  • NAV / 1-Day Return $13.80  /  +1.16 %
  • Fund Size $90.7M
  • Adjusted Expense Ratio 2.240%
  • Net Expense Ratio 2.220%
  • Fee Level: Distribution High
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 153%
NAV and 1-Day Return as of

Morningstar’s Analysis DCDGX

Will DCDGX outperform in the 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 DCDGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DCDGX 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 DCDGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dunham Small Cap Growth C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DCDGX

More DCDGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

3.11 3M
Cash and Equivalents

Repligen Corp

1.73 1M
Healthcare

AngioDynamics Inc

1.56 1M
Healthcare

Cavco Industries Inc

1.53 1M
Consumer Cyclical

Champion Homes Inc

1.51 1M
Consumer Cyclical

Fulton Financial Corp

1.47 1M
Financial Services

Valmont Industries Inc

1.47 1M
Industrials

e.l.f. Beauty Inc

1.47 1M
Consumer Defensive

Dynatrace Inc Ordinary Shares

1.38 1M
Technology

Sensient Technologies Corp

1.38 1M
Basic Materials

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