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Dunham Large Cap Value C DCLVX

Quantitative rating as of | See Dunham Investment Hub
  • NAV / 1-Day Return 16.32  /  0.55 %
  • Total Assets 161.1 Mil
  • Adj. Expense Ratio
    2.260%
  • Expense Ratio 2.100%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 23%

Morningstar’s Analysis DCLVX

Will DCLVX outperform in future?

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

Summary

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Dunham Large Cap Value C earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Parent and Process Pillars. 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.

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