A middling People rating and a subpar Parent Pillar limit Dunham Small Cap Growth N to a Morningstar Quantitative Rating of Neutral. 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 15.58 / 1.04 %
- Total Assets 80.1 Mil
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Adj. Expense Ratio
- Expense Ratio 1.830%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.00
- Turnover 92%
Morningstar’s Analysis DNDGX
Will DNDGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.