Dunham Loss Averse Equity Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D (Sell)

#7 in Long/Short Equity

U.S. News evaluated 107 Long/Short Equity 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 -2.35 percent over the past year, and 0.92 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.6%
1 Year -2.3%
3 Years (Annualized) 0.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return from capital appreciation and dividends, with capital preservation during market downturns as a secondary goal. The fund invests primarily in income-producing common stocks of U.S. companies real estate investment trusts ("REITs"), and exchange traded funds ("ETFs") that invest primarily in common stocks of U.S. companies. It invests in companies of any market capitalization. The sub-adviser seeks to find what it believes are attractively valued income-producing opportunities with the potential for long-term growth of capital.

Fees

Fees are Above Average compared to funds in the same category.
Dunham Loss Averse Equity Income Fund has an expense ratio of 1.92 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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