Dunham Mutual Fund Financials

DNLVX -  USA Fund  

USD 19.57  0.04  0.20%

Understanding current and past Dunham Large Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Dunham Large's financial statements are interrelated, with each one affecting the others. For example, an increase in Dunham Large's assets may result in an increase in income on the income statement. Because of this, it is necessary to analyze all of Dunham Large's financials over time to get the whole picture.
You can exercise fundamental analysis to find out if Dunham Large Cap is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to interpolate and analyze data for fifteen available fundamental indicators for Dunham Large Cap, which can be compared to its rivals. Use Dunham Large one year return and last dividend paid to make sure your decision on pricing Dunham Large Cap is adequate. Use Dunham Large to protect your portfolios against small market fluctuations. The fund experiences a normal downward trend and little activity. Check odds of Dunham Large to be traded at $19.37 in 90 days.

Dunham Fundamentals 

With this module, you can analyze Dunham financials for your investing period. You should be able to track the changes in Dunham Large individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
  Chance Of Financial Distress
Less than 19
Dunham Large Cap has less than 19 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for Dunham Large mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity. More Info
The data published in Dunham Large's official financial statements usually reflect Dunham Large's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Dunham Large Cap. For example, before you start analyzing numbers published by Dunham accountants, it's critical to develop an understanding of what Dunham Large's liquidity, profitability, and earnings quality are in the context of the Dunham Funds space in which it operates.
Please note that past performance is not an indicator of the future performance of Dunham Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

Dunham Large Company Summary

Dunham Large competes with Vanguard Index, Vanguard Index, American Mutual, American Mutual, and American Mutual. The investment seeks to maximize total return from capital appreciation and dividends. Dunham Large is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNASDAQ Exchange
Business AddressDunham Funds
Mutual Fund FamilyDunham Funds
Mutual Fund CategoryLarge Value
Phone888 338 6426
CurrencyUSD - US Dollar
You should never invest in Dunham Large without having analyzed its financial statements. Do not rely on someone else's analysis or guesses about the future performance of Dunham Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Dunham Large's financial statements can give you an edge over other investors and help to ensure that your investments perform well for you.

Dunham Large Key Financial Ratios

Generally speaking, Dunham Large's financial ratios allow both analysts and investors to convert raw data from Dunham Large's financial statements into concise, actionable information that can be used to evaluate the performance of Dunham Large over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Dunham Large Cap reports annually and quarterly.

Dunham Financial Ratios 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 rated below average in one year return among similar funds. It is rated below average in price to earning among similar funds . . 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.

Dunham Large Cap Systematic Risk

Dunham Large's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Large volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was two hundred with a total number of output elements of three hundred twenty-three. The Beta measures systematic risk based on how returns on Dunham Large Cap correlated with the market. If Beta is less than 0 Dunham Large generally moves in the opposite direction as compared to the market. If Dunham Large Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Large Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Large is generally in the same direction as the market. If Beta > 1 Dunham Large moves generally in the same direction as, but more than the movement of the benchmark. View also all equity analysis or get more info about beta statistic functions indicator.

About Dunham Large Financials

What exactly are Dunham Large Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include Dunham Large's income statement, its balance sheet, and the statement of cash flows. Potential Dunham Large investors and stakeholders use financial statements 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. Please read more on our technical analysis and fundamental analysis pages.
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines that you should keep in mind when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase year after year due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt to equity ratio because this number will tell you how much risk it has. If a company such as Dunham Large is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to try and figure out if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that net revenue of Dunham grown by more than 25% over the last five years, then there is a good chance that it will continue growing at least by 20% or more each year. On the other hand, if you see that net revenue has only grown by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
Dunham Large Cap is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 654.14 Billion. Dunham Large adds roughly 145.68 Million in net asset claiming only tiny portion of funds under Large Value category.

Dunham Large October 27, 2021 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Dunham Large help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Large Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Large Cap based on widely used predictive technical indicators. In general, we focus on analyzing Dunham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dunham Large's daily price indicators and compare them against related drivers.
Downside Deviation1.94
Information Ratio(0.00076257)
Maximum Drawdown21.06
Value At Risk(2.14)
Potential Upside2.11
Continue to Investing Opportunities. Note that the Dunham Large Cap information on this page should be used as a complementary analysis to other Dunham Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running Dunham Large Cap price analysis, check to measure Dunham Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dunham Large is operating at the current time. Most of Dunham Large's value examination focuses on studying past and present price action to predict the probability of Dunham Large's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dunham Large's price. Additionally, you may evaluate how the addition of Dunham Large to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dunham Large's value and its price as these two are different measures arrived at by different means. Investors typically determine Dunham Large value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dunham Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.