Nasdaq - Delayed Quote USD

Dunham Dynamic Macro Fund (DNAVX)

12.38 -0.01 (-0.08%)
At close: 8:05 AM EST
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DELL
  • Previous Close 12.39
  • YTD Return 11.19%
  • Expense Ratio 1.81%
  • Category Tactical Allocation
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 79.51M
  • Beta (5Y Monthly) 0.73
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 118.00%
  • Last Dividend 0.18
  • Inception Date Apr 30, 2010

The fund may invest in or seek exposure to a wide range of asset classes including, without limitation, (i) equity (of any market capitalization), (ii) fixed-income (including all grades and maturities of domestic and foreign credit (including emerging markets) (iii) commodities, (iv) real estate investment trusts (“REITs”) and (v) currencies. The Sub-Adviser’s strategy seeks long and short exposure in these various asset classes and currencies.

Dunham Funds

Fund Family

Tactical Allocation

Fund Category

79.51M

Net Assets

2010-04-30

Inception Date

Performance Overview: DNAVX

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Trailing returns as of 11/4/2024. Category is Tactical Allocation.

YTD Return

DNAVX
11.19%
Category
9.69%
?

1-Year Return

DNAVX
18.12%
Category
27.45%
?

3-Year Return

DNAVX
5.36%
Category
8.85%
?

5-Year Return

DNAVX
5.61%
Category
8.56%
?

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Holdings: DNAVX

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Top 6 Holdings (40.78% of Total Assets)

SymbolCompany% Assets
SPY
SPDR S&P 500 ETF Trust 9.77%
QQQM
Invesco NASDAQ 100 ETF 9.07%
FLJP
Franklin FTSE Japan ETF 6.81%
MVRXX
Morgan Stanley Institutional Liquidity Funds - Government Portfolio 6.11%
FEZ
SPDR EURO STOXX 50 ETF 4.75%
FLGB
Franklin FTSE United Kingdom ETF 4.27%

Sector Weightings

Recent News: DNAVX

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Research Reports: DNAVX

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