About DNDGX
Dunham Small Cap Growth Fund Class N is a mutual fund designed to maximize capital appreciation by investing primarily in small-cap companies within the United States. The fund typically allocates at least 80% of its assets to equities of companies at the lower end of the market capitalization spectrum, focusing on businesses with long-term, sustainable models and growth prospects that may be undervalued relative to their growth rates. Managed by Pier Capital, LLC, the fund employs a growth-oriented investment style, targeting sectors such as energy, consumer defensive, communication services, financial services, industrials, and consumer cyclical, with its top holdings representing a diverse mix across these industries. The fund is classified as an institutional share class and is suitable for investors seeking exposure to the small-cap growth segment, though it carries higher risks associated with smaller companies' market volatility and limited resources. With a higher-than-average expense ratio, the fund is typically offered through advisory programs and caters to investors able to meet a substantial initial minimum investment.
Fund Family Dunham Funds
Category Small Growth
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DNDGX
Share Class Class N
Index Russell 2000 Growth TR
DNDGX had a total return of 12.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.59%.
