Morningstar

Dunham Mutual Funds

View all of Dunham’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Dunham Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 6 of 6 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Dunham International Stock Fund Class CDCINXForeign Large Value
25.74%32.950%HighLevel Load$5,000
Dunham U.S. Enhanced Market Fund Class NDNSPXGlobal Moderately Conservative Allocation
13.14%11.300%HighInstitutional$100,000
Dunham U.S. Enhanced Market Fund Class ADASPXGlobal Moderately Conservative Allocation
12.84%11.560%HighFront Load$5,000
Dunham International Stock Fund Class ADAINXForeign Large Value
26.45%22.190%HighFront Load$5,000
Dunham U.S. Enhanced Market Fund Class CDCSPXGlobal Moderately Conservative Allocation
12.21%22.300%HighLevel Load$5,000
Dunham International Stock Fund Class NDNINXForeign Large Value
26.70%21.940%HighInstitutional$100,000

Dunham Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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