Dunham Appreciation is trading at 8.80 as of the 20th of July 2025; that is 0.11% increase since the beginning of the trading day. The fund's open price was 8.79. Dunham Appreciation 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 30th of August 2023 and ending today, the 20th of July 2025. Click here to learn more.
The investment seeks to maximize total return under varying market conditions through both current income and capital appreciation. Dunham LongShort is traded on NASDAQ Exchange in the United States. More on Dunham Appreciation Income
Dunham Appreciation Income [DNAIX] is traded in USA and was established 20th of July 2025. Dunham Appreciation is listed under Dunham Funds category by Fama And French industry classification. The fund is listed under Nontraditional Bond category and is part of Dunham Funds family. This fund currently has accumulated 208.34 M in assets under management (AUM) with minimum initial investment of 100 K. Dunham Appreciation is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.01%, while the total return for the last 3 years was 3.16%.
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Dunham Appreciation 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 Appreciation security.