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Dunham Long/Short Credit Fund Class A (DAAIX)

8.80 +0.01 (+0.11%)
At close: 8:00 PM EST
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DELL
  • Previous Close 8.79
  • YTD Return 3.80%
  • Expense Ratio 1.13%
  • Category Nontraditional Bond
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 225.33M
  • Beta (5Y Monthly) -0.03
  • Yield 4.49%
  • 5y Average Return --
  • Holdings Turnover 222.00%
  • Last Dividend 0.29
  • Inception Date Jan 3, 2007

The fund's sub-adviser seeks to achieve the investment objective by investing normally at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in various credit-related instruments. It may invest in credit-related instruments rated below investment grade, which are commonly referred to as "junk bonds." The fund may invest up to 20% of its total assets in equity instruments, including common stock and other instruments whose price is linked to the value of common stock.

Dunham Funds

Fund Family

Nontraditional Bond

Fund Category

225.33M

Net Assets

2007-01-03

Inception Date

Performance Overview: DAAIX

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Trailing returns as of 11/4/2024. Category is Nontraditional Bond.

YTD Return

DAAIX
3.80%
Category
1.90%
?

1-Year Return

DAAIX
4.47%
Category
7.92%
?

3-Year Return

DAAIX
1.08%
Category
3.65%
?

5-Year Return

DAAIX
2.22%
Category
3.77%
?

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Holdings: DAAIX

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Top 1 Holdings (3.11% of Total Assets)

SymbolCompany% Assets
FGXXX
First American Funds, Inc. - Government Obligations Fund 3.11%

Sector Weightings

Recent News: DAAIX

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Research Reports: DAAIX

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