About DNREX
Dunham Real Estate Stock Fund Class N is an open-end mutual fund with a primary focus on investing in real estate equities. The fund aims to maximize total return through both capital appreciation and dividends, with a secondary goal of outperforming its benchmark over the long term. Its portfolio chiefly consists of real estate investment trusts (REITs), which are companies specializing in the development, operation, and management of a wide array of property types, including apartments, offices, industrial facilities, shopping centers, and healthcare properties. This targeted exposure provides investors with access to the real estate sector's growth potential while also introducing sector-specific risks, such as sensitivity to interest rates, economic cycles, and regulatory changes. The fund is actively managed, employing a multi-manager approach to identify opportunities and manage risks inherent in the real estate market. As a non-diversified sector fund, it is more susceptible to volatility resulting from concentrated holdings and adverse sector developments. Dunham Real Estate Stock Fund Class N is positioned for investors seeking targeted exposure to real estate equities within their broader investment portfolios, playing a strategic role in sector allocation and diversification strategies.
Fund Family Dunham Funds
Category Global Real Estate
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol DNREX
Share Class Class N
Index Dow Jones US Real Estate TR
DNREX had a total return of 6.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.73%.
