Nasdaq - Delayed Quote USD

Dunham Monthly Distribution Fund (DNMDX)

29.10 +0.05 (+0.17%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 29.05
  • YTD Return 3.10%
  • Expense Ratio 2.03%
  • Category Event Driven
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 223.12M
  • Beta (5Y Monthly) 0.08
  • Yield 8.57%
  • 5y Average Return --
  • Holdings Turnover 192.00%
  • Last Dividend 1.84
  • Inception Date Sep 29, 2008

The sub-adviser seeks to achieve attractive absolute returns by utilizing an event driven strategy across a diversified set of equities while actively managing risk to preserve capital, minimize volatility, and maintain liquidity. The sub-adviser generally seeks to accomplish this objective by investing in equities (including common stock, initial public offerings (“IPOs”) and other new issues) and equity-related securities (including preferred stock, options, swaps, forwards and warrants) across a diversified range of industries.

Dunham Funds

Fund Family

Event Driven

Fund Category

223.12M

Net Assets

2008-09-29

Inception Date

Performance Overview: DNMDX

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Trailing returns as of 10/23/2024. Category is Event Driven.

YTD Return

DNMDX
3.10%
Category
4.64%
?

1-Year Return

DNMDX
5.31%
Category
13.76%
?

3-Year Return

DNMDX
2.96%
Category
6.25%
?

5-Year Return

DNMDX
2.25%
Category
5.34%
?

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Holdings: DNMDX

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Top 10 Holdings (62.53% of Total Assets)

SymbolCompany% Assets
FIGXX
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 10.13%
ACI
Albertsons Companies, Inc. 7.60%
CVX
Chevron Corporation 7.48%
HES
Hess Corporation 6.81%
CHTR
Charter Communications, Inc. 6.02%
LBRDK
Liberty Broadband Corporation 5.55%
X
United States Steel Corporation 5.28%
ANSS
ANSYS, Inc. 4.68%
AGR
Avangrid, Inc. 4.52%
AY
Atlantica Sustainable Infrastructure plc 4.46%

Sector Weightings

Recent News: DNMDX

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Research Reports: DNMDX

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