Dunham Alternative Income Fund

U.S. News evaluated 115 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.00 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 10.1%
1 Year 23.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize income with capital appreciation as a secondary goal. The fund seeks to achieve its investment objective by investing primarily in domestic and foreign income-producing equity securities which Harbor Springs Financial Management, LLC (the "Sub-Adviser") believes will pay above-average, sustainable, dividends. It expects to invest no more than 25% of its total assets in foreign securities and no more than 25% in MLPs. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Dunham Alternative Income Fund has an expense ratio of 3.15 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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