DAAIX Mutual Fund

DAAIX Mutual Fund

NAV$8.65
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Fund Essentials - as of Apr 30, 2026

Net Assets
$13M
Expense Ratio
1.16%
Dividend Yield (Current)
3.59%
Holdings
88
Inception Date
Jan 3, 2007
Fund Family
Dunham Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.61%
1 Year+2.75%
3 Year+3.88%
5 Year+1.87%
10 Year+3.98%

Asset Allocation

Stocks: 0.10%
Bonds: 98.07%
Cash: 1.72%
Other: 0.11%
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Top Holdings

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TickerNameWeight
B 0 07/09/26BROWARD CNTY FLA SCH DIST 5% Jul 01, 203213.55%
B 0 06/11/26Treasury Bill Jun 11, 202612.95%
-Treasury Bill Sep 10, 202612.52%
-Treasury Bill 0% May 05, 202611.87%
-Wi Treasury Sec 11/55 4.625 11/15/20552.98%
Top 10 Concentration: 63.02%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.59%
Frequency
Monthly
Latest Distribution
$0.20
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DAAIX Mutual Fund Overview

DAAIX Mutual Fund (Dunham Long/Short Credit Fund Class A) is managed by Dunham Funds with $12.7M in net assets. DAAIX expense ratio is 1.16%, holding 88 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2007-01-03.

DAAIX performance shows a YTD return of 1.61%. The 1-year return is 2.75% and the 5-year return is 1.87%. DAAIX dividend yield stands at 3.59%, paid monthly.

DAAIX top holdings include BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032 (13.6%), Treasury Bill Jun 11, 2026 (12.9%), Treasury Bill Sep 10, 2026 (12.5%), Treasury Bill 0% May 05, 2026 (11.9%), Wi Treasury Sec 11/55 4.625 11/15/2055 (3.0%). Go to all DAAIX holdings, DAAIX sectors, or DAAIX dividends.

DAAIX can be compared against other funds. Use DAAIX overlap to find shared positions, or DAAIX vs another fund for a side-by-side view. DAAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.