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.
- NAV / 1-Day Return 9.42 / 1.07 %
- Total Assets 79.2 Mil
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Adj. Expense Ratio
- 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.