About DCMDX
Dunham Monthly Distribution Fund Class C is a mutual fund designed to deliver consistent monthly distributions to its shareholders. The fund seeks to provide positive returns in both rising and falling market environments, employing a strategy that includes generating income through a diversified portfolio of equities and other assets. Its mandate is to achieve attractive absolute returns, with distribution frequency set at twelve monthly payments annually. The portfolio typically spans multiple sectors such as industrials, health care, telecommunication services, consumer staples, and materials, and it also maintains a significant allocation to cash for liquidity management. Notably, the fund’s distributions may include a combination of net investment income, realized capital gains, and return of capital. In terms of investor accessibility, the class requires a minimum initial investment and features an expense ratio reflective of its structure. Managed by Dunham Funds since its inception in 2008, the fund plays a role as a potential income generator within diversified investment portfolios, particularly for investors seeking monthly cash flow regardless of prevailing market conditions.
Fund Family Dunham Funds
Category Event Driven
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol DCMDX
Share Class Class C
Index Index is not available on Lipper Database
DCMDX had a total return of 3.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been -2.37%.
