Dunham Focused Large Cap Growth Fund Class N (DNFGX)

Overview

This fund is primarily focused on investing in growth-oriented, large capitalization equity securities, both domestic and foreign. These securities are those of companies that are traded on U.S. stock exchanges or in the over-the-counter market. The strategy of the fund is to allocate at least 80% of its assets, which includes net assets and any borrowing for investment purposes, towards the common stock of large cap companies. Large cap companies, as defined by the fund managers, are those whose market capitalizations are at least as large as the smallest company in the Russell 1000® Index over the most recent 12-month period. It's important to note that this fund is non-diversified, meaning it may invest more heavily and thus rely more on the financial health of fewer issuers than a diversified fund.

Products and Services

The fund primarily offers investment opportunities in the following areas:

• Domestic Equity Securities

  Investment in equity securities of large capitalization companies based in the United States. These are companies that are traded on U.S. stock exchanges. The focus here is on those companies that demonstrate a potential for growth, aiming to benefit from the economic and corporate performance within the country.

• Foreign Equity Securities

  Investment in equity securities of large capitalization companies outside the United States. This allows investors to diversify their portfolio across geographic boundaries and benefit from growth in international markets. The securities include companies traded on U.S. stock exchanges or in the over-the-counter market that are based abroad.

• Large Cap Equity Securities

  The mainstay of the fund's investment strategy, focusing on 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. This includes a range of sectors and industries, providing investors with exposure to the broad market and potential for significant returns.