2 / 5 Stars
2 2 2 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#113 in Small Growth
U.S. News evaluated 215 Small Growth 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 38.85 percent over the past year, 14.20 percent over the past three years, and 22.60 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||22.6%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize capital appreciation. The fund invests primarily in domestic growth-oriented, small-capitalization or "small-cap" common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market using its proprietary stock selection process. It defines small capitalization companies as those that have market capitalizations less than $4 billion at the time of investment. The fund invests at least 80% of assets in small companies.
Fees are Above Average compared to funds in the same category.
Dunham Small Cap Growth Fund has an expense ratio of 1.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.