Dunham Fundamentals

DNMDX -  USA Fund  

USD 32.35  0.01  0.0309%

Dunham Monthly Distribution fundamentals help investors to digest information that contributes to Dunham Monthly'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 Monthly'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 Monthly 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 


Dunham Minimum Initial Investment Analysis

Dunham Monthly'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 Monthly Minimum Initial Investment

  100 K  
Most of Dunham Monthly'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 Monthly Distribution 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 Monthly Minimum Initial Investment Component Assessment

Based on the recorded statements, Dunham Monthly Distribution 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 Event Driven category. The minimum initial investment for all United States funds is notably lower than that of the firm.

Dunham Monthly Distr Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Dunham Monthly's current stock value. Our valuation model uses many indicators to compare Dunham Monthly value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Monthly competition to find correlations between indicators driving Dunham Monthly's intrinsic value. More Info.
Dunham Monthly Distribution is rated # 2 fund in minimum initial investment among similar funds. It is rated # 4 fund in one year return among similar funds .

Dunham Net Asset Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dunham Monthly's direct or indirect competition against its Net Asset 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 Monthly could also be used in its relative valuation, which is a method of valuing Dunham Monthly by comparing valuation metrics of similar companies.
Dunham Monthly is currently under evaluation in net asset among similar funds.

Fund Asset Allocation for Dunham Monthly

The fund invests 55.66% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (44.35%) .
      Instrument Type 

Dunham Fundamentals

About Dunham Monthly Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Dunham Monthly Distribution's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dunham Monthly using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dunham Monthly Distribution 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 provide positive returns in rising and falling market environments. Dunham Monthly is traded on NASDAQ Exchange in the United States.

Dunham Monthly Investors Sentiment

The influence of Dunham Monthly'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 - DNMDX

Dunham Monthly Distr Investor Sentiment

Most of Macroaxis users are currently bullish on Dunham Monthly Distribution. What is your opinion about investing in Dunham Monthly Distribution? Are you bullish or bearish?
98% Bullish
2% Bearish

Pair Trading with Dunham Monthly

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 Monthly 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 Monthly will appreciate offsetting losses from the drop in the long position's value.

Dunham Monthly Pair Correlation

Equities Pair Trading Analysis

Correlation analysis and pair trading evaluation for Dunham Monthly and Blackrock Large Cap. 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 Monthly Piotroski F Score and Dunham Monthly Altman Z Score analysis. Note that the Dunham Monthly Distr information on this page should be used as a complementary analysis to other Dunham Monthly'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 Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.

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When running Dunham Monthly Distr price analysis, check to measure Dunham Monthly'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 Monthly is operating at the current time. Most of Dunham Monthly's value examination focuses on studying past and present price action to predict the probability of Dunham Monthly's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dunham Monthly's price. Additionally, you may evaluate how the addition of Dunham Monthly to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dunham Monthly's value and its price as these two are different measures arrived at by different means. Investors typically determine Dunham Monthly value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dunham Monthly'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.