Dunham Large Cap Value Fund Class N (DNLVX)

Overview

The investment approach of this fund is to primarily allocate resources into value-oriented, large capitalization or "large cap" common stocks. These stocks are from companies that are traded on U.S. stock exchanges or in the over-the-counter market. The fund's strategy is to invest a minimum of 80% of its assets—which include both net assets and borrowing for investment purposes—in the common stock of large cap companies. The fund manager considers a company as large capitalization if its market capitalization matches or exceeds the smallest company in the Russell 1000® Index over the last 12 months. This strategy aims to capitalize on the growth potential of large cap companies while adhering to a value-oriented investment philosophy.

Products and Services

• Investment in Large Cap Common Stocks

  The core product of this investment fund is its focus on investing in large capitalization common stocks. These stocks are selected based on their value orientation, with the fund investing at least 80% of its assets into these types of securities. The target companies are those traded on U.S. stock exchanges or available in the over-the-counter market, offering investors exposure to established companies with significant market capitalizations.

• Adherence to the Russell 1000® Index Benchmark

  This service involves the strategic definition of large capitalization companies. The fund manager employs the Russell 1000® Index as a benchmark, considering companies whose market capitalizations are equal to or greater than the smallest company listed in the index during the most recent 12-month period as large cap. This approach ensures that the fund's investments are in line with a recognized and widely followed index of large cap U.S. stocks, thereby aligning the investment strategy with market standards.