4 / 5 Stars
2 2 5 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 113 Multialternative 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 4.08 percent over the past year, 4.64 percent over the past three years, 7.07 percent over the past five years, and 1.78 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.3%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||1.8%|
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 are High compared to funds in the same category.
Dunham Monthly Distribution Fund has an expense ratio of 1.99 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.