Dunham Real Estate Fund Quote

DCREX Fund  USD 12.86  0.24  1.90%   

Performance

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Odds Of Distress

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Dunham Real is trading at 12.86 as of the 31st of January 2025; that is 1.90 percent increase since the beginning of the trading day. The fund's open price was 12.62. Dunham Real has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 31st of January 2025. Click here to learn more.
The investment seeks to maximize total return from capital appreciation and dividends the secondary investment objective is to exceed, over the long-term, the total return available from direct ownership of real estate with less risk than direct ownership. More on Dunham Real Estate

Moving together with Dunham Mutual Fund

  0.96VGSIX Vanguard Reit IndexPairCorr
  0.96VGSLX Vanguard Reit IndexPairCorr
  0.96VGSNX Vanguard Reit IndexPairCorr
  0.96DFREX Dfa Real EstatePairCorr
  0.95CSRIX Cohen And SteersPairCorr
  0.94PIREX Real Estate SecuritiesPairCorr

Moving against Dunham Mutual Fund

  0.59TTP Tortoise Pipeline AndPairCorr

Dunham Mutual Fund Highlights

Fund ConcentrationReal Estate, Dunham Funds (View all Sectors)
Update Date31st of December 2024
Dunham Real Estate [DCREX] is traded in USA and was established 31st of January 2025. The fund is listed under Real Estate category and is part of Dunham Funds family. This fund currently has accumulated 55.7 M in assets under management (AUM) with no minimum investment requirementsDunham Real Estate is currently producing year-to-date (YTD) return of 0.23% with the current yeild of 0.0%, while the total return for the last 3 years was -6.46%.
Check Dunham Real Probability Of Bankruptcy

Instrument Allocation

Top Dunham Real Estate Mutual Fund Constituents

ELSEquity Lifestyle PropertiesStockReal Estate
AMTAmerican Tower CorpStockReal Estate
HGVHilton Grand VacationsStockConsumer Discretionary
SPGSimon Property GroupStockReal Estate
SFRAppreciate HoldingsStockReal Estate
REGRegency CentersStockReal Estate
SUISun CommunitiesStockReal Estate
VNETVNET Group DRCStockInformation Technology
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Dunham Real Estate Risk Profiles

Dunham Real Against Markets

Other Information on Investing in Dunham Mutual Fund

Dunham Real 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 Real security.
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