About DCAVX
Dunham Dynamic Macro Fund Class C is a tactical allocation mutual fund designed to seek maximum total return through both capital appreciation and dividend income. At its core, this fund actively shifts allocations across various asset classes, including equities, bonds, and cash equivalents, in response to evolving macroeconomic trends and market conditions. Its flexible investment strategy allows for significant adjustments across global regions and sectors, distinguishing it from more static allocation funds.
With an emphasis on capital preservation during market downturns, the fund aims to manage risk while still pursuing growth opportunities. Its portfolio typically features a concentrated exposure, with the top ten holdings accounting for over half of the fund’s assets, a much higher concentration than the average peer. These holdings span U.S. and international stocks, government securities, and exchange-traded funds representing broad market segments.
Serving investors looking for a dynamic approach to asset allocation, Dunham Dynamic Macro Fund Class C plays a role in providing diversification and responsiveness within broader investment portfolios. It is particularly suited to those seeking a balance between growth and risk management across multiple asset classes in various market environments.
Fund Family Dunham Funds
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DCAVX
Share Class Class C
Index Dow Jones Moderately Aggressive Index
DCAVX had a total return of 5.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.82%.
