Dunham Small Cap Value Fund Class A (DASVX)

Overview

The company operates as a specialized investment fund focusing on value-oriented, small-cap equity securities of U.S. companies. By primarily investing in domestic small-capitalization stocks, which are traded on U.S. exchanges or over-the-counter markets, the fund targets to deliver its investment objective under the guidance of its sub-adviser. Small-cap companies, typically those with a market capitalization that falls within the bottom 10% of the total universe of publicly traded companies in the United States, present a unique combination of growth potential and risk. The fund’s investment approach emphasizes investing a minimum of 80% of its assets in such enterprises, showcasing a dedicated and strategic focus on this particular segment of the market.

Products and Services

The main product of the fund involves:

• Investment in Small-Cap Equity Securities: The core service offered by the fund is its investment strategy focused on small-cap companies, or those considered to have a small market capitalization. These investments are aimed at domestic companies traded on U.S. stock exchanges or in the over-the-counter market, aligning with the fund's objective to capitalize on value-oriented opportunities within this segment. By dedicating at least 80% of its assets to these types of securities, the fund positions itself to potentially benefit from the growth dynamics and valuation adjustments typical of smaller companies, which might be overlooked by larger, more generalized market participants.