Dunham Mutual Fund Quote

DNLVX -  USA Fund  

USD 18.11  0.02  0.11%

Market Performance
0 of 100
Odds Of Distress
Less than 18
Dunham Large is trading at 18.11 as of the 26th of January 2022; that is -0.11 percent decrease since the beginning of the trading day. The fund's open price was 18.13. Dunham Large has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. Equity ratings for Dunham Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of February 2020 and ending today, the 26th of January 2022. Click here to learn more.
The investment seeks to maximize total return from capital appreciation and dividends. 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. More on Dunham Large Cap

Dunham Large Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Dunham Large's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dunham Large or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Dunham Large Cap generated a negative expected return over the last 90 days
The fund retains 97.68% of its assets under management (AUM) in equities
Legal NameDunham Large Cap
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Dunham Large's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Beta In Three Year0.96
Startdate1st of July 2015
Dunham Large Cap [DNLVX] is traded in USA and was established 26th of January 2022. The fund is listed under Large Value category and is part of Dunham Funds family. Dunham Large Cap currently has accumulated 145.68 M in assets under management (AUM) with minimum initial investment of 100 K. , while the total return for the last 3 years was 3.05%.
Check Dunham Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dunham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dunham Large , and the less return is expected.

Top Dunham Large Cap Constituents

Dunham Large Target Price Odds Analysis

What are Dunham Large's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Dunham Large jumping above the current price in 90 days from now is close to 99%. The Dunham Large Cap probability density function shows the probability of Dunham Large mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Dunham Large has a beta of 0.1187 suggesting as returns on the market go up, Dunham Large average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Dunham Large Cap will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Dunham Large Cap is significantly underperforming DOW.
 Odds Down 18.11HorizonTargetOdds Up 18.11 
0.07%90 days
Based on a normal probability distribution, the odds of Dunham Large to move above the current price in 90 days from now is close to 99 (This Dunham Large Cap probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .

Dunham Large Cap Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dunham Large market risk premium is the additional return an investor will receive from holding Dunham Large long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dunham Large. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dunham Large's alpha and beta are two of the key measurements used to evaluate Dunham Large's performance over the market, the standard measures of volatility play an important role as well.

Dunham Large Against Markets

Picking the right benchmark for Dunham Large mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dunham Large mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dunham Large is critical whether you are bullish or bearish towards Dunham Large Cap at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dunham Large without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

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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.