Dunham Small Cap Growth Fund Class A (DADGX)

Overview

This fund focuses primarily on investments within the small cap market segment. It operates with a clear strategic commitment, directing at least 80% of its assets towards small cap companies. Assets, in this context, are understood as the sum of net assets and any borrowing meant for investment purposes. The definition of small capitalization companies adheres to a specific criterion: these are companies with market capitalizations that do not exceed the size of the largest company listed in the Russell 2000® Index over the past 12 months. This approach reflects a targeted investment philosophy, concentrating on the dynamism and potential growth opportunities presented by smaller companies within the market.

Products and Services

• Small Cap Company Investments

  This service represents the core of the fund's offering, focusing on investing in small cap companies. By targeting entities whose market capitalization falls within or below the upper limit of the Russell 2000® Index, the fund aims to capitalize on the growth potential inherent in smaller companies. This strategy suggests a belief in the ability of these companies to offer significant returns, supported by a rigorous selection process that identifies firms with robust growth trajectories within the parameters of the defined market capitalization range.