DASVX Mutual Fund

DASVX Mutual Fund

NAV$19.09
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Fund Essentials - as of Jun 30, 2026

Net Assets
$6M
Expense Ratio
1.42%
Dividend Yield (Current)
0.19%
Holdings
203
Inception Date
Jan 3, 2007
Fund Family
Dunham Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+22.08%
1 Year+36.73%
3 Year+14.60%
5 Year+9.55%
10 Year+9.74%

Asset Allocation

Stocks: 96.80%
Cash: 3.20%
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Top Holdings

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TickerNameWeight
FIGXXFidelity Instl Cash Ptf / Govt Cl I3.19%
UCTTUltra Clean Hold1.61%
CDNACaredx Inc1.28%
ICLR:IEIcon Plc -1.26%
TDCTeradata Corp1.22%
Top 10 Concentration: 14.08%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.19%
Frequency
Annually
Latest Distribution
$2.03
-

Peer Comparison

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

DASVX Mutual Fund Overview

DASVX Mutual Fund (Dunham Small Cap Value Fund Class A) is managed by Dunham Funds with $6.1M in net assets. DASVX expense ratio is 1.42%, holding 203 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2007-01-03.

DASVX performance shows a YTD return of 22.08%. The 1-year return is 36.73% and the 5-year return is 9.55%. DASVX dividend yield stands at 0.19%, paid annually.

DASVX top holdings include Fidelity Instl Cash Ptf / Govt Cl I (3.2%), Ultra Clean Hold (1.6%), Caredx Inc (1.3%), Icon Plc - (1.3%), Teradata Corp (1.2%). Go to all DASVX holdings, DASVX sectors, or DASVX dividends.

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