Australia markets closed

Dunham Focused Large Cap Growth Fd Cl A (DAFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
25.15-0.27 (-1.06%)
At close: 08:00PM EST

Dunham Focused Large Cap Growth Fd Cl A

Dunham Funds

10251 Vista Sorrento Parkway Suite 200

San Diego, CA 92121

Management information
Scott L. O'Gorman,Lead manager since 7 December 2011
Scott, CFA, is President and Portfolio Manager. Prior to co-founding Ithaka, Mr. O'Gorman was a Managing Director and Senior Portfolio Manager at Sands Capital Management, which he joined in 1999. His duties included portfolio management, equity research, client service and marketing. Prior to Sands Capital, Scott held various finance and business development roles in the telecommunications and independent power industries. He began his career as a stockbroker at Folger Nolan Fleming Douglas, Inc. Mr. O'Gorman holds a B.A. in economics from Yale University and an M.B.A. from Columbia University.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryLarge Growth
Fund familyDunham Funds
Net assets166.2M
YTD return-41.04%
Morningstar rating★★
Inception date7 Dec 2011

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseDAFGXCategory average
Annual report expense ratio (net)0.00%0.99%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A