Dunham Focused Large Fund Manager Performance Evaluation
| DNFGX Fund | USD 32.09 0.65 2.07% |
The fund shows a Beta (market volatility) of 0.67, which means possible diversification benefits within a given portfolio. As returns on the market increase, Dunham Focused's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dunham Focused is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Dunham Focused Large has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, Dunham Focused is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of March 2025 | |
| Expense Ratio | 1.2000 |
Dunham |
Dunham Focused Relative Risk vs. Return Landscape
If you would invest 3,271 in Dunham Focused Large on November 11, 2025 and sell it today you would lose (62.00) from holding Dunham Focused Large or give up 1.9% of portfolio value over 90 days. Dunham Focused Large is currently producing negative expected returns and takes up 2.582% volatility of returns over 90 trading days. Put another way, 23% of traded mutual funds are less volatile than Dunham, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dunham Focused Current Valuation
Fairly Valued
Today
Please note that Dunham Focused's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dunham Focused Large shows a prevailing Real Value of $32.41 per share. The current price of the fund is $32.09. We determine the value of Dunham Focused Large from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dunham Focused is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dunham Mutual Fund. However, Dunham Focused's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 32.09 | Real 32.41 | Hype 32.09 |
The intrinsic value of Dunham Focused's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dunham Focused's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dunham Focused Large helps investors to forecast how Dunham mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dunham Focused more accurately as focusing exclusively on Dunham Focused's fundamentals will not take into account other important factors: Dunham Focused Target Price Odds to finish over Current Price
The tendency of Dunham Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 32.09 | 90 days | 32.09 | about 65.77 |
Based on a normal probability distribution, the odds of Dunham Focused to move above the current price in 90 days from now is about 65.77 (This Dunham Focused Large probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .
Dunham Focused Price Density |
| Price |
Predictive Modules for Dunham Focused
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Dunham Focused Large. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Dunham Focused Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Dunham Focused is not an exception. The market had few large corrections towards the Dunham Focused's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Dunham Focused Large, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Dunham Focused within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.12 | |
β | Beta against Dow Jones | 0.67 | |
σ | Overall volatility | 2.24 | |
Ir | Information ratio | -0.06 |
Dunham Focused Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Dunham Focused for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Dunham Focused Large can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Dunham Focused Large generated a negative expected return over the last 90 days | |
| The fund retains 96.25% of its assets under management (AUM) in equities |
Dunham Focused Fundamentals Growth
Dunham Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dunham Focused, and Dunham Focused fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dunham Mutual Fund performance.
| Price To Earning | 35.82 X | ||||
| Price To Book | 7.62 X | ||||
| Price To Sales | 5.61 X | ||||
| Total Asset | 182.21 M | ||||
About Dunham Focused Performance
Evaluating Dunham Focused's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dunham Focused has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dunham Focused has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in domestic and foreign growth-oriented, large capitalization or large cap equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. It normally invests at least 80 percent of its assets in the common stock of large cap companies. The managers define large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000 Index during the most recent 12-month period. It is non-diversified.Things to note about Dunham Focused Large performance evaluation
Checking the ongoing alerts about Dunham Focused for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dunham Focused Large help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dunham Focused Large generated a negative expected return over the last 90 days | |
| The fund retains 96.25% of its assets under management (AUM) in equities |
- Analyzing Dunham Focused's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dunham Focused's stock is overvalued or undervalued compared to its peers.
- Examining Dunham Focused's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dunham Focused's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dunham Focused's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dunham Focused's mutual fund. These opinions can provide insight into Dunham Focused's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Dunham Mutual Fund
Dunham Focused 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 Focused security.
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