Dunham Small Cap Growth A (DADGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Dunham Small Cap Growth A
San Diego, CA 92121
10251 Vista Sorrento Parkway Suite 200
Dunham Funds
800-442-4358
Management information
,Lead manager since 30 December 2008
Mr. Yakirevich has been the Portfolio Manager at Pier Capital since 2008. He joined Pier Capital in 2004 as a Research Analyst. Mr. Yakirevich earned his Bachelors of Science degree in 1993 and his MBA in 2003 both from New York University. Prior to joining Pier Capital, Mr. Yakirevich was at Richmond Consulting & Research from 2002 to 2004, Individual Investors Group from 1997 to 2001, and Value Line from 1995 to 1997. Mr. Yakirevich has over 19 years of investment industry experience.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyDunham Funds
Net assets76.64M
YTD return-1.80%
Yield0.00%
Morningstar rating★★★
Inception date2 Jan 2007
Fund operations
Last dividend0.13
Last cap gain-22.00
Holdings turnover95.00%
Average for categoryN/A
Fees and expenses
ExpenseDADGXCategory average
Annual report expense ratio (net)1.56%1.21%
Prospectus net expense ratio1.56%N/A
Prospectus gross expense ratio1.56%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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