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-Cap 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 0.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.72%.
