Dunham Small Cap Value Fund

2 / 5 Stars
1 1 3 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
C- (Hold)

U.S. News evaluated 122 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Dunham Funds funds

See full Small Value rankings

See more fund rankings


The fund has returned 18.69 percent over the past year, 11.77 percent over the past three years, and 17.61 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 2.7%
1 Year 18.7%
3 Years (Annualized) 11.8%
5 Years (Annualized) 17.6%
10 Years (Annualized) N/A

See more DCSVX performance


The investment seeks to maximize total return from capital appreciation and income. The fund invests primarily in domestic, value-oriented, small-capitalization or "small cap" equity securities (common stock) of companies traded on U.S. stock exchanges or in the over-the-counter market using its fundamental 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 cap companies.


Fees are Low compared to funds in the same category.
Dunham Small Cap Value Fund has an expense ratio of 2.29 percent.

See more DCSVX fees


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

See more DCSVX risk