| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
1
1
5
1
2
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
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U.S. News evaluated 88 Long/Short Equity Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 2.78 percent over the past year, and 2.04 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.9% |
| 1 Year | 2.8% |
| 3 Years (Annualized) | 2.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 High compared to funds in the same category.
Dunham Loss Averse Equity Income Fund has an expense ratio of 3.28 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
