DALVX Mutual Fund (Dunham Large Cap Value Fund Class A) is managed by Dunham Funds with $19.9M in net assets. DALVX expense ratio is 1.42%, holding 76 positions across sectors including Unknown, Financials, Industrials. Inception date: 2007-01-03.

DALVX performance shows a YTD return of 9.36%. The 1-year return is 22.30% and the 5-year return is 10.49%. DALVX dividend yield stands at 0.43%, paid annually.

DALVX top holdings include 'alphabet Inc., Class 'a'' (4.5%), Jp Morgan Chase & Co (3.5%), Amazon.Com Inc (2.9%), Micron Technology, Inc. (2.6%), Exxon Mobil Corp (2.3%). View all DALVX holdings, sector breakdown, or dividend history.

DALVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DALVX alternatives are available via the screener, along with tax-loss harvesting opportunities.