Dunham Large is trading at 19.07 as of the 23rd of July 2025; that is 0.69 percent increase since the beginning of the trading day. The fund's open price was 18.94. Dunham Large has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests primarily in value-oriented, large capitalization or large cap common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market. It invests at least 80 percent of its assets in the common stock of large cap companies. More on Dunham Large Cap
Dunham Large Cap [DCLVX] is traded in USA and was established 23rd of July 2025. Dunham Large is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Dunham Funds family. This fund currently has accumulated 152.7 M in assets under management (AUM) with no minimum investment requirementsDunham Large Cap is currently producing year-to-date (YTD) return of 5.91% with the current yeild of 0.0%, while the total return for the last 3 years was 11.69%.
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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 Large Cap 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.
Other Information on Investing in Dunham Mutual Fund
Dunham Large financial ratios help investors to determine whether Dunham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dunham with respect to the benefits of owning Dunham Large security.
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