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Dunham Small Cap Growth A (DADGX) Fund Ranking and Research

Ranking, Research and Recommendation of Dunham Small Cap Growth A (DADGX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Dunham Small Cap Growth A Fund (DADGX) ManagerFund Manager - Alex Yakirevich

Fund Manager Information

Fund Manager Tenure: 10.9 years
Fund Family: Dunham Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.38)     (What does this score mean?)

 

Graph of Dunham Small Cap Growth A Fund (DADGX) ProfileDunham Small Cap Growth A Fund (DADGX) Profile

Fund Profile and Description

Dunham Small Cap Growth A Fund seeks to maximize capital appreciation. Dunham Small Cap Growth A Fund invests primarily in domestic growth-oriented, small-capitalization or "small-cap" common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market using its proprietary stock selection process. It invests at least 80% of assets in small companies that have a market capitalization equal to or less than the largest stock in the S&P SmallCap 600 index.

 

Dunham Small Cap Growth A (DADGX) Fund Strength What we like about Dunham Small Cap Growth A (DADGX) Fund

Data for Dunham Small Cap Growth A Fund (DADGX) as of May 30, 2016

  • Dunham Small Cap Growth A Fund (DADGX) management has been with Dunham Small Cap Growth A Fund for 10.9 years
  • Asset base in Dunham Small Cap Growth A Fund (DADGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

Dunham Small Cap Growth A Fund (DADGX) Weakness What we are cautious about Dunham Small Cap Growth A (DADGX) Fund

Data for Dunham Small Cap Growth A Fund (DADGX) as of May 30, 2016

  • Dunham Small Cap Growth A Fund (DADGX) has a less-than-ideal short-term performance (1-year return -13.41% vs -7.74% Small Growth category median performance)
  • Dunham Small Cap Growth A Fund (DADGX) has a less-than-ideal mid-term performance (3-year return 6.64% vs 6.86% Small Growth category median performance)
  • Dunham Small Cap Growth A Fund (DADGX) has a less-than-ideal Long-term performance (5-year return 5.39% vs 7.01% Small Growth category median performance)
  • Dunham Small Cap Growth A Fund (DADGX) ratio of up-years vs down years can be improved
  • Dunham Small Cap Growth A Fund (DADGX) has a Morningstar rating of 3 and below
  • Dunham Small Cap Growth A Fund (DADGX) has an annual stock turnover rate of 138.00% that is higher than the Small Growth average of 63.11%. This could mean Dunham Small Cap Growth A is more nimble, but also signal potential high tax impact and high trading fees
  • Dunham Small Cap Growth A Fund (DADGX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.5 that is higher than category average of 15.82
  • Dunham Small Cap Growth A Fund (DADGX) has a higher expense ratio of 1.83% than its Small Growth average of 1.31%
  • Dunham Small Cap Growth A Fund (DADGX) carries a 5.75% load
See Dunham Small Cap Growth A Fund (DADGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Dunham Small Cap Growth A Fund (DADGX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Dunham Small Cap Growth A-2.97-13.416.645.39
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Dunham Small Cap Growth A Fund (DADGX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Dunham Small Cap Growth A Fund (DADGX) Net Asset TrackingDunham Small Cap Growth A (DADGX) Fund Net Asset

Track net asset change of Dunham Small Cap Growth A fund (DADGX)

DateNet Asset
05/2016$36.14M
03/2016$31.44M
02/2016$29.05M
More historic net asset information on Dunham Small Cap Growth A Fund (DADGX)

  

Graph of Dunham Small Cap Growth A Fund (DADGX) Portfolio TrackingDunham Small Cap Growth A (DADGX) Fund Portfolio Allocation

Track portfolio allocation change of Dunham Small Cap Growth A fund (DADGX)

DateCashStockBondOther
04/20163.31%96.7%0%0%
02/20163.15%96.85%0%0%
01/20164.61%95.39%0%0%
Click here to see more historic asset allocation information on Dunham Small Cap Growth A Fund (DADGX)

 

graph of Dunham Small Cap Growth A Fund (DADGX) Top 10 Position TrackingTop 10 Holdings in Dunham Small Cap Growth A (DADGX) Fund

Discover what Dunham Small Cap Growth A Fund (DADGX) manager is buying

Apr 29, 2016
West Pharmaceutical Services, I [1.28%]
WageWorks, Inc. Common Stock [1.18%]
ZELTIQ Aesthetics, Inc. [1.17%]
Mercury Systems Inc [1.16%]
Edwards Lifesciences Corporatio [1.16%]
Proofpoint, Inc. [1.15%]
Caseys General Stores, Inc. [1.13%]
Callidus Software, Inc. [1.12%]
BroadSoft, Inc. [1.12%]
HubSpot, Inc. Common Stock [1.11%]

Feb 28, 2016
Vantiv, Inc. Class A Common Sto [1.65%]
Gigamon Inc. Common Stock [1.48%]
Edwards Lifesciences Corporatio [1.46%]
ExlService Holdings, Inc. [1.45%]
M/A-COM Technology Solutions Ho [1.41%]
Surgical Care Affiliates, Inc. [1.37%]
Sabre Corporation [1.36%]
Fabrinet Ordinary Shares [1.34%]
Activision Blizzard, Inc [1.3%]
West Pharmaceutical Services, I [1.25%]

Jan 30, 2016
Vantiv, Inc. Class A Common Sto [1.44%]
Caseys General Stores, Inc. [1.4%]
Activision Blizzard, Inc [1.38%]
Surgical Care Affiliates, Inc. [1.35%]
Gigamon Inc. Common Stock [1.34%]
Monolithic Power Systems, Inc. [1.31%]
ExlService Holdings, Inc. [1.3%]
M/A-COM Technology Solutions Ho [1.3%]
Tyler Technologies, Inc. Common [1.28%]
Edwards Lifesciences Corporatio [1.27%]
Click here for Stock Holding Change Map in Dunham Small Cap Growth A Fund (DADGX)

  

Latest News on Dunham Small Cap Growth A (DADGX) Fund

See what is happening with Dunham Small Cap Growth A Fund (DADGX)

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Dunham Small Cap Growth A Fund (DADGX) Related ResourcesSee more information on Dunham Small Cap Growth A (DADGX) Fund

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