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Morningstar

Dunham Large Cap Value C DCLVX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis DCLVX

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

People Pillar

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

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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