Dunham Large Cap Value Fund Class C (DCLVX)

Overview

The fund specializes in investing primarily in value-oriented, large capitalization, or "large cap" common stocks of companies that are traded on U.S. stock exchanges or in the over-the-counter market. It dedicates at least 80% of its assets (defined as net assets plus borrowing for investment purposes) to purchasing the common stock of large cap companies. In this context, large capitalization companies are defined as those whose market capitalizations are equal to or greater than the smallest company listed in the Russell 1000® Index during the most recent 12-month period. This approach targets investors looking to participate in the growth potential of large cap stocks while adhering to a value-oriented investment philosophy.

Products and Services

The fund offers one primary investment product, but this product has distinct characteristics based on its investment criteria:

• Value-Oriented Large Cap Common Stock Investments - This core product focuses on investing in large capitalization companies that are perceived as value stocks. Value stocks are those that are believed to be trading for less than their intrinsic worth, presenting a potential opportunity for investors. The fund applies this strategy by ensuring at least 80% of its assets are invested in the stocks of large cap companies, particularly those that are part of or exceed the market capitalization of the smallest company in the Russell 1000® Index. This investment approach is designed for investors seeking exposure to large cap markets while aiming for potential value-based growth.