Dunham International Stock Fund Class C (DCINX)

Overview

The fund described primarily focuses on investing in a diverse range of international corporations by purchasing equities such as common and preferred stocks, including depositary receipts for these stocks. These investments span across multiple stock exchanges globally, covering both established and emerging markets. The strategy emphasizes diversification, not just in terms of the geographic location of the companies it invests in but also across different sectors and market conditions. The fund commits at least 80% of its assets, a sum of its net assets plus any borrowed funds for investment purposes, to non-U.S. companies. The aim is to provide investors with exposure to international markets, potentially capturing growth opportunities outside of the United States. The inclusion of companies operating in at least three foreign countries ensures a broad international presence, mitigating the risk associated with concentrating investments in a single country or region.

Products and Services

• Equities of International Corporations

  This product focuses on investing in common and preferred stocks, alongside depositary receipts for these types of stocks, of international corporations. Investments are made across various stock exchanges globally, including emerging markets and alternative trading venues. This offers investors a diversified portfolio with a broad exposure to global market trends and international growth opportunities.

• Investment in Non-U.S. Companies

  By dedicating at least 80% of its assets to non-U.S. companies, the fund targets sectors and markets outside of the United States, diversifying across at least three foreign countries. This strategy is designed to mitigate the risk associated with the U.S. market and to seek growth through international investments, including in emerging market countries. It presents an opportunity for investors to participate in the potential growth of foreign markets, which might not be available through U.S. companies.