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Dunham Mutual Funds List

Here you can find all mutual funds issued by Dunham and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
12
Avg. Expense Ratio
2.12%
Avg. 1 Year Return
21.50%
Avg. 5 Year Return
3.70%
Median Risk/Return Score
62 / 100
Dunham Mutual Funds List

12 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Dunham Focused Large Cap Growth FundLarge Cap Growth EquitiesDec 8, 20111.37%
5.29%
13.28%
15.68%
4
Dunham International Opportunity Bond FundGlobal BondsOct 31, 20131.58%
2.62%
1.02%
3.96%
55
Dunham Monthly Distribution FundEvent DrivenJul 31, 20082.38%
1.24%
2.96%
7.65%
96
Dunham Corporate/Government Bond FundIntermediate Core-Plus BondDec 10, 20042.00%
0.03%
1.02%
3.54%
19
Dunham Small Cap Growth FundSmall Cap Growth EquitiesDec 10, 20042.83%
18.29%
12.98%
5.70%
44
Dunham Emerging Markets Stock FundEmerging Markets DiversifiedDec 9, 20042.03%
33.14%
8.32%
1.63%
84
Dunham High Yield Bond FundHigh Yield BondsJul 1, 20051.92%
1.32%
4.54%
5.39%
76
Dunham International Stock FundForeign Large Cap EquitiesDec 10, 20042.92%
24.97%
12.72%
8.76%
91
Dunham Large Cap Value FundLarge Cap Value EquitiesDec 10, 20042.10%
9.14%
9.46%
4.39%
69
Dunham Real Estate Stock FundREITDec 10, 20042.37%
8.10%
1.18%
0.52%
6
Dunham Small Cap Value FundSmall Cap Value EquitiesDec 10, 20042.05%
18.25%
7.36%
6.32%
69
Dunham Dynamic Macro FundMacro TradingApr 28, 20101.88%
3.11%
3.79%
11.21%
22

Rows per page

1–12 of 12

Explore top Dunham Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Dunham Mutual funds by Risk/Return Score

The top Dunham Mutual funds by PortfoliosLab Risk/Return Score are DAMDX (96) and DCINX (91). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Dunham Mutual funds Over 5 Years

The top Dunham Mutual funds is DCINX (13.77%). Across the lineup, Dunham Mutual funds show an average 1-year return of 21.50% and an average 5-year return of 3.70%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Dunham Mutual funds

The top Dunham Mutual funds is DAFGX (1.37%). With an average expense ratio of 2.12%, Dunham Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Dunham Mutual funds

The top Dunham Mutual funds is DAFGX (15.68%). Across the lineup, Dunham Mutual funds show an average dividend yield of 6.23%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

SymbolNameDividend YieldAUMInception
Dunham Focused Large Cap Growth Fund15.68%Dec 2011
Dunham Dynamic Macro Fund11.21%Apr 2010
Dunham International Stock Fund8.76%Dec 2004
Dunham Monthly Distribution Fund7.65%Jul 2008
Dunham Small Cap Value Fund6.32%Dec 2004

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Top Mutual funds Comparisons

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