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Dunham Small Cap Value C DCSVX

Quantitative rating as of
  • NAV / 1-Day Return 11.91  /  0.42 %
  • Total Assets 59.2 Mil
  • Adj. Expense Ratio
    2.610%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 83%

Morningstar’s Analysis DCSVX

Will DCSVX outperform in future?

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

Summary

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Dunham Small 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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