Dunham Real Estate Fund Quote
| DAREX Fund | USD 12.82 0.15 1.18% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Dunham Real is trading at 12.82 as of the 4th of May 2024; that is 1.18 percent up since the beginning of the trading day. The fund's open price was 12.67. Dunham Real has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Dunham Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2024 and ending today, the 4th of May 2024. Click here to learn more.
The funds sub-adviser seeks to achieve its investment objectives by investing primarily in income-producing equity securities of real estate companies. It normally invests at least 80 percent of its assets in equity securities of companies principally engaged in the real estate industry that are economically tied to different countries throughout the world, including the United States. More on Dunham Real Estate
Moving together with Dunham Mutual Fund
| 0.76 | DX | Dynex Capital | PairCorr |
| 0.66 | PK | Park Hotels Resorts Financial Report 6th of May 2024 | PairCorr |
Moving against Dunham Mutual Fund
| 0.44 | EMITF | Elbit Imaging | PairCorr |
Dunham Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Dunham Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dunham Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Realty Funds (View all Themes) |
| Fund Concentration | Dunham Funds, Large Funds, Real Estate Funds, Realty Funds, Real Estate, Dunham Funds, Large, Real Estate (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Dunham Real Estate [DAREX] is traded in USA and was established 4th of May 2024. Dunham Real is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Real Estate category and is part of Dunham Funds family. The entity is thematically classified as Realty Funds. This fund currently has accumulated 75.53 M in assets under management (AUM) with no minimum investment requirementsDunham Real Estate is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.02%, while the total return for the last 3 years was -12.6%.
Check Dunham Real Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dunham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dunham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dunham Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dunham Real Estate Mutual Fund Constituents
| EQR | Equity Residential | Stock | Real Estate |
| KRC | Kilroy Realty Corp | Stock | Real Estate |
| SPG | Simon Property Group | Stock | Real Estate |
| HGV | Hilton Grand Vacations | Stock | Consumer Discretionary |
| MAA | Mid America Apartment Communities | Stock | Real Estate |
| ARE | Alexandria Real Estate | Stock | Real Estate |
| COLD | Americold Realty Trust | Stock | Real Estate |
Dunham Real Target Price Odds Analysis
Based on a normal probability distribution, the odds of Dunham Real jumping above the current price in 90 days from now is about 66.59%. The Dunham Real Estate probability density function shows the probability of Dunham Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.5799 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Dunham Real will likely underperform. Additionally, dunham Real Estate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Dunham Real to move above the current price in 90 days from now is about 66.59 (This Dunham Real Estate probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .
Dunham Real Estate Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dunham Real market risk premium is the additional return an investor will receive from holding Dunham Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dunham Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dunham Real's alpha and beta are two of the key measurements used to evaluate Dunham Real's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9499 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.48 | |||
| Risk Adjusted Performance | (0.01) |
Dunham Real Against Markets
Picking the right benchmark for Dunham Real mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dunham Real mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dunham Real is critical whether you are bullish or bearish towards Dunham Real Estate at a given time. Please also check how Dunham Real's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Dunham Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Dunham Mutual Fund?
Before investing in Dunham Real, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Dunham Real. To buy Dunham Real fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Dunham Real. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Dunham Real fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Dunham Real Estate fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Dunham Real Estate fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Dunham Real Estate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Dunham Real Estate?
The danger of trading Dunham Real Estate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dunham Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dunham Real. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dunham Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dunham Real Estate. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Dunham Real Estate information on this page should be used as a complementary analysis to other Dunham Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.