About DNFGX
Dunham Focused Large Cap Growth Fund Class N is an actively managed mutual fund that aims to maximize capital appreciation by investing primarily in growth-oriented, large-cap equity securities. The fund typically allocates at least 80% of its assets to common stocks of large-cap companies, both domestic and foreign, with an emphasis on those demonstrating above-average growth in revenues and cash flow. Its portfolio is notably concentrated, generally limited to around 35 holdings, allowing for focused exposure to select companies with a strong business model, financial strength, and competitive advantages. Managed by The Ithaka Group, LLC, the fund employs a disciplined investment process grounded in fundamental analysis, assessing management track record, market potential, and company performance. As a non-diversified fund, it may invest a larger portion of assets in fewer issuers, which can result in increased volatility relative to more diversified funds. The fund plays a specialized role in the market, providing investors with targeted exposure to large-cap growth stocks, which tend to be leaders in rapidly expanding industries and can outperform during periods of economic expansion.
Fund Family Dunham Funds
Category Large Growth
Performance Rating Below Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol DNFGX
Share Class Class N
Index Russell 1000 Growth TR
DNFGX had a total return of -2.54% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.55%.
