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Morningstar

Dunham Real Estate Stock C DCREX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.04  /  1.26 %
  • Total Assets 79.2 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.370%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Real Estate
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

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

Morningstar’s Analysis DCREX

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

People Pillar

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

Summary

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Weakness in Dunham Real Estate Stock C's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

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