Dunham Small Financials
| DNDGX Fund | USD 21.21 0.01 0.05% |
Dunham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dunham Small Fund Summary
Dunham Small competes with Virtus Seix, Inverse Government, Ridgeworth Seix, Davis Government, and Short Term. Under normal market conditions, the fund invests at least 80 percent of its assets in small cap companies. The managers define small capitalization companies as those companies whose market capitalizations are equal to or less than the largest company in the Russell 2000 Index during the most recent 12-month period.Specialization | Small Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Dunham Funds |
| Mutual Fund Family | Dunham Funds |
| Mutual Fund Category | Small Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 888 338 6426 |
| Currency | USD - US Dollar |
Dunham Small Key Financial Ratios
Dunham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dunham Small's current stock value. Our valuation model uses many indicators to compare Dunham Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dunham Small competition to find correlations between indicators driving Dunham Small's intrinsic value. More Info.Dunham Small Cap is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dunham Small Cap is roughly 9.18 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dunham Small's earnings, one of the primary drivers of an investment's value.Dunham Small Cap Systematic Risk
Dunham Small's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dunham Small volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Dunham Small Cap correlated with the market. If Beta is less than 0 Dunham Small generally moves in the opposite direction as compared to the market. If Dunham Small Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dunham Small Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dunham Small is generally in the same direction as the market. If Beta > 1 Dunham Small moves generally in the same direction as, but more than the movement of the benchmark.
Dunham Small January 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dunham Small help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dunham Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dunham Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Dunham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dunham Small's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.33 | |||
| Information Ratio | 0.0567 | |||
| Maximum Drawdown | 7.65 | |||
| Value At Risk | (1.69) | |||
| Potential Upside | 2.0 |
Other Information on Investing in Dunham Mutual Fund
Dunham Small financial ratios help investors to determine whether Dunham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dunham with respect to the benefits of owning Dunham Small security.
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