Dunham Fundamentals

DNLVX -  USA Fund  

USD 19.57  0.04  0.20%

Dunham Large Cap fundamentals help investors to digest information that contributes to Dunham Large's financial success or failures. It also enables traders to predict the movement of Dunham Mutual Fund. This fundamental analysis module provides a way for investors to measures Dunham Large's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dunham Large mutual fund. Please note, this module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Dunham Fundamentals 

 
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Dunham Minimum Initial Investment Analysis

Dunham Large's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Minimum Initial Investment 
=  
First Fund Deposit 
More About Minimum Initial Investment | All Equity Analysis

Current Dunham Large Minimum Initial Investment

    
  100 K  
Most of Dunham Large's fundamental indicators, such as Minimum Initial Investment, 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.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Dunham Large Minimum Initial Investment Component Assessment

Based on the recorded statements, Dunham Large Cap has a Minimum Initial Investment of 100 K. This is much higher than that of the Dunham Funds family and significantly higher than that of the Large Value category. The minimum initial investment 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 rated below average in price to book among similar funds. It is rated below average in price to sales among similar funds fabricating about  0.77  of Price to Sales per Price to Book. The ratio of Price to Book to Price to Sales for Dunham Large Cap is roughly  1.30 . 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 One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dunham Large's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dunham Large could also be used in its relative valuation, which is a method of valuing Dunham Large by comparing valuation metrics of similar companies.
Dunham Large is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Dunham Large

The fund consists of 97.68% investments in stocks, with the rest of investments allocated between different money market instruments.
 Value 
      Instrument Type 

Dunham Fundamentals

About Dunham Large Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Dunham Large Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dunham Large using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dunham Large Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks to maximize total return from capital appreciation and dividends. Dunham Large is traded on NASDAQ Exchange in the United States.

Dunham Large Investors Sentiment

The influence of Dunham Large's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Dunham. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Current Sentiment - DNLVX

Dunham Large Cap Investor Sentiment

Macroaxis portfolio users are insensible in their opinion about investing in Dunham Large Cap. What is your opinion about investing in Dunham Large Cap? Are you bullish or bearish?
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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.

Dunham Large Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Dunham Large and Vanguard Index Trust. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
Run Pair Correlation  
Continue to Dunham Large Piotroski F Score and Dunham Large Altman Z Score analysis. 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 Bond Directory module to find actively traded corporate debentures issued by US companies.

Complementary Tools for Dunham Mutual Fund analysis

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.