2 / 5 Stars
2 2 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#173 in Large Value
U.S. News evaluated 326 Large Value 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 22.43 percent over the past year, 10.97 percent over the past three years, and 20.62 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return from capital appreciation and dividends. The fund invests primarily in value-oriented, large capitalization or "large cap" common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market. It invests at least 80% of assets in the common stocks of large cap companies. The sub-adviser focuses on large capitalization value stocks it believes are statistically undervalued while exhibiting attractive earnings dynamics.
Fees are Low compared to funds in the same category.
Dunham Large Cap Value Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.