2 / 5 Stars
2 2 5 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#245 in Large Growth
U.S. News evaluated 465 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.59 percent over the past year, 13.89 percent over the past three years, and 15.86 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.5%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation. The fund invests primarily in domestic and foreign growth-oriented, large capitalization or "large cap" equity securities (common stock and securities convertible into common stocks) of companies traded on U.S. stock exchanges or in the over-the-counter market that the management believes are undervalued. The advisor defines large capitalization companies as those that have market capitalizations greater than $7 billion at the time of investment. It invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in large cap companies.
Fees are Above Average compared to funds in the same category.
Dunham Large Cap Growth Fund has an expense ratio of 1.76 percent.
Risk is Low compared to funds in the same category according to Morningstar.