Dunham Monthly Distribution Fund

Scorecard
2 / 5 Stars
Lipper
2 3 5 2 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
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TheStreet.com
C- (Hold)

U.S. News evaluated 120 Multialternative 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 8.50 percent over the past year, 5.34 percent over the past three years, 6.64 percent over the past five years, and 2.14 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 8.5%
3 Years (Annualized) 5.3%
5 Years (Annualized) 6.6%
10 Years (Annualized) 2.1%

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Summary

The investment seeks to provide positive returns in rising and falling market environments. The fund pursues its investment objective using a variety of absolute-return strategies. These strategies, some or all of which may be employed at any one time, are intended to achieve relatively consistent returns across a range of market environments.

Fees

Fees are Low compared to funds in the same category.
Dunham Monthly Distribution Fund has an expense ratio of 2.24 percent.

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Risk

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

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