Dunham Floating Rate Fund Filter Stocks by Fundamentals
| DAFRX Fund | USD 8.72 0.01 0.11% |
Dunham Floating Rate fundamentals help investors to digest information that contributes to Dunham Floating's financial success or failures. It also enables traders to predict the movement of Dunham Mutual Fund. The fundamental analysis module provides a way to measure Dunham Floating's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dunham Floating mutual fund.
Dunham |
Did you try this?
Run Portfolio Comparator Now
Portfolio ComparatorCompare the composition, asset allocations and performance of any two portfolios in your account |
| All Next | Launch Module |
Fund Asset Allocation for Dunham Floating
.Asset allocation divides Dunham Floating's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Dunham Fundamentals
| Total Asset | 12.97 M | ||||
| Annual Yield | 0.0001 % | ||||
| Year To Date Return | 7.48 % | ||||
| One Year Return | 9.98 % | ||||
| Three Year Return | 5.88 % | ||||
| Five Year Return | 4.47 % | ||||
| Net Asset | 123.81 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 2.05 % | ||||
| Equity Positions Weight | 0.23 % | ||||
| Bond Positions Weight | 31.99 % |
About Dunham Floating Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dunham Floating Rate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dunham Floating using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dunham Floating Rate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dunham Mutual Fund
Dunham Floating 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 Floating security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas |