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.
- NAV / 1-Day Return 16.32 / 0.55 %
- Total Assets 161.1 Mil
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Adj. Expense Ratio
- 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.