Dunham Focused Large Cap Growth Fund

U.S. News evaluated 466 Large Growth 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 40.11 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 5.3%
1 Year 40.1%
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 capital appreciation. The fund invests primarily in domestic and foreign growth-oriented, large capitalization or "large cap" equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in large cap companies. Shareholders will be provided 60 days advance notice of any change to this policy. It is considered a focused fund as it generally limits the number of holdings in the portfolio to 35 stocks.

Fees

Fees are Above Average compared to funds in the same category.
Dunham Focused Large Cap Growth Fund has an expense ratio of 1.94 percent.

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Risk

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

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