Dunham Real Estate Fund Quote

DCREX Fund  USD 12.65  0.04  0.32%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Dunham Real is trading at 12.65 as of the 22nd of July 2025; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 12.61. Dunham Real has less than a 17 % 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 23rd of April 2025 and ending today, the 22nd of July 2025. 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

  0.79DX Dynex CapitalPairCorr
  0.73FR First Industrial RealtyPairCorr

Moving against Dunham Mutual Fund

  0.46UK Ucommune InternationalPairCorr
  0.31LB LandBridge CompanyPairCorr

Dunham Mutual Fund Highlights

Fund ConcentrationDunham Funds, Large Funds, Real Estate Funds, Real Estate, Dunham Funds (View all Sectors)
Update Date30th of June 2025
Dunham Real Estate [DCREX] is traded in USA and was established 22nd of July 2025. 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. This fund currently has accumulated 55.7 M in assets under management (AUM) with no minimum investment requirementsDunham Real Estate is currently producing year-to-date (YTD) return of 0.31% with the current yeild of 0.0%, while the total return for the last 3 years was -0.64%.
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

GDSGDS HoldingsStockIndustrials
SBACSBA Communications CorpStockReal Estate
DLRDigital Realty TrustStockReal Estate
WELLWelltowerStockReal Estate
INVHInvitation HomesStockReal Estate
EXRExtra Space StorageStockReal Estate
BXPBoston PropertiesStockReal Estate
ABNBAirbnb IncStockConsumer Discretionary
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Dunham Real Estate Risk Profiles

Dunham Real Against Markets

Other Information on Investing in Dunham Mutual Fund

Dunham Real 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 Real security.
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Odds Of Bankruptcy
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