Dunham Small Cap Growth C
Dunham 4020 South 147th Street Omaha, NE, 68137
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Phone: 888-338-6426
| Category: | Small Growth | | Fund Family: | Dunham Funds | | Net Assets: | 4.13M | | Year-to-Date Return: | -20.97% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Dec-04 |
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Jan E. Parsons
Lead Manager since
10-Dec-04 | | | Parsons is a partner and chief investment officer at Pier Capital, LLC. He has been with Pier Capital, formerly SEB, since 1987. From 1985 to 1987, he was a salesman at Enskilda Securities, London. Prior to that, he was a financial analyst with Sirius Insurance Company, Ltd., Stockholm. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return through capital appreciation. The fund invests at least 80% of assets in the common stock of small companies that have a market capitalization equal to or less than the largest stock in the S&P SmallCap 600 index. It may purchase other securities of publicly held corporations such as preferred stocks or bonds, as well as government securities, money market funds, CDs, and other short-term debt instruments. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Aug-08):
| 0.03 | | Annual Holdings Turnover
| 214.00% | | Average for Category:
| 115.22% |
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| Expense | DCDGX | Category
Avg | | Total Expense Ratio: | 2.43%
| 1.59% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$764 | $682 | | 5 Yr Expense Projection*: |
$1,306 | $1,079 | | 10 Yr Expense Projection*: |
$2,786 | $2,146 |
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11.08% Nasdaq 0.00%
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