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Morningstar

Dunham International Stock C DCINX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.98  /  0.00
  • Total Assets 135.9 Mil
  • Adj. Expense Ratio
    2.530%
  • Expense Ratio 2.920%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Foreign Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 3.53%
  • Turnover 91%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis DCINX

Will DCINX 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 DCINX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

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A middling People rating and a subpar Parent Pillar limit Dunham International Stock 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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