Dunham Large Financial Statements From 2010 to 2024
| DNLVX Fund | USD 18.60 0.12 0.65% |
Check Dunham Large financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dunham main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Dunham financial statements analysis is a perfect complement when working with Dunham Large Valuation or Volatility modules.
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Dunham Large Cap Mutual Fund Annual Yield Analysis
Dunham Large's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Dunham Large Annual Yield | 0.01 % |
Most of Dunham Large's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dunham Large Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Dunham Large Cap has an Annual Yield of 0.0117%. This is much higher than that of the Dunham Funds family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.
Dunham Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Large's current stock value. Our valuation model uses many indicators to compare Dunham Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Large competition to find correlations between indicators driving Dunham Large's intrinsic value. More Info.Dunham Large Cap is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dunham Large Cap is roughly 8.35 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dunham Large by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dunham Large's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dunham Large's earnings, one of the primary drivers of an investment's value.About Dunham Large Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Dunham Large income statement, its balance sheet, and the statement of cash flows. Dunham Large investors use historical funamental indicators, such as Dunham Large's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dunham Large investors may use each financial statement separately, they are all related. The changes in Dunham Large's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dunham Large's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Dunham Large Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Dunham Large. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in value-oriented, large capitalization or large cap common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market. It invests at least 80 percent of its assets in the common stock of large cap companies. The manager defines large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000 Index during the most recent 12-month period.
Pair Trading with Dunham Large
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dunham Large position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dunham Large will appreciate offsetting losses from the drop in the long position's value.Moving together with Dunham Mutual Fund
| 0.97 | DNAVX | Dunham Dynamic Macro | PairCorr |
| 0.8 | DNAIX | Dunham Appreciation | PairCorr |
| 0.87 | DNEMX | Dunham Emerging Markets | PairCorr |
The ability to find closely correlated positions to Dunham Large could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dunham Large when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dunham Large - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dunham Large Cap to buy it.
The correlation of Dunham Large is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dunham Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dunham Large Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dunham Large can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Dunham Large Correlation against competitors. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.