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
- 14
- Avg. Expense Ratio
- 2.05%
- Avg. 1 Year Return
- 13.39%
- Avg. 5 Year Return
- 3.35%
- Median Risk/Return Score
- 52 / 100
Dunham Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dunham Emerging Markets Stock Fund | Emerging Markets Equities | Dec 9, 2004 | 2.03% | 14.96% | 6.03% | 1.88% | 38 |
Explore top Dunham Mutual Fund Categories and Asset Classes
Dunham Equity Mutual fundsDunham Bond Mutual fundsDunham Alternatives Mutual fundsDunham Multi-Asset Mutual fundsDunham Real Estate Mutual fundsDunham Bank Loan Mutual fundsDunham Emerging Markets Equities Mutual fundsDunham Event Driven Mutual fundsDunham Foreign Large Cap Equities Mutual fundsDunham Global Bonds Mutual funds
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.
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5 Years
Best Dunham Mutual funds by Risk/Return Score
The top Dunham Mutual funds by PortfoliosLab Risk/Return Score are DCAIX (94) and DCINX (89).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 94 | — | Dec 2004 | |
| Dunham International Stock Fund | 89 | — | Dec 2004 | |
| Dunham Large Cap Value Fund | 87 | — | Dec 2004 | |
| Dunham Monthly Distribution Fund | 86 | — | Jul 2008 | |
| Dunham Small Cap Value Fund | 85 | — | Dec 2004 |
Best-Performing Dunham Mutual funds Over 5 Years
The top Dunham Mutual funds is DCINX (13.91%).
Across the lineup, Dunham Mutual funds show an average 1-year return of 13.39% and an average 5-year return of 3.35%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Dunham International Stock Fund | 13.91% | — | Dec 2004 | |
| Dunham Large Cap Value Fund | 9.18% | — | Dec 2004 | |
| Dunham Small Cap Value Fund | 5.33% | — | Dec 2004 | |
| Dunham Floating Rate Bond Fund | 5.14% | — | Oct 2013 | |
| Dunham Monthly Distribution Fund | 4.01% | — | Jul 2008 |
Lowest-Cost Dunham Mutual funds
The top Dunham Mutual funds is DAFRX (1.29%).
With an average expense ratio of 2.05%, Dunham Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Dunham Floating Rate Bond Fund | 1.29% | — | Oct 2013 | |
| Dunham Focused Large Cap Growth Fund | 1.37% | — | Dec 2011 | |
| Dunham International Opportunity Bond Fund | 1.58% | — | Oct 2013 | |
| Dunham Dynamic Macro Fund | 1.88% | — | Apr 2010 | |
| Dunham High Yield Bond Fund | 1.92% | — | Jul 2005 |
Highest-Yield Dunham Mutual funds
The top Dunham Mutual funds is DAFGX (16.95%).
Across the lineup, Dunham Mutual funds show an average dividend yield of 6.05%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Dunham Focused Large Cap Growth Fund | 16.95% | — | Dec 2011 | |
| Dunham Dynamic Macro Fund | 11.53% | — | Apr 2010 | |
| Dunham International Stock Fund | 8.90% | — | Dec 2004 | |
| Dunham Monthly Distribution Fund | 6.94% | — | Jul 2008 | |
| Dunham Floating Rate Bond Fund | 6.75% | — | Oct 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.