DCAVX Mutual Fund
DCAVX Mutual Fund
DCAVX Mutual Fund
Dunham Dynamic Macro Fund Class C
DCAVX Mutual Fund Overview
DCAVX Mutual Fund (Dunham Dynamic Macro Fund Class C) is managed by Dunham Funds with $1.3M in net assets. DCAVX expense ratio is 2.50%, holding 39 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2010-04-30.
DCAVX performance shows a YTD return of 0.79%. The 1-year return is 10.38% and the 5-year return is 4.67%. DCAVX dividend yield stands at 0.70%.
DCAVX top holdings include Morgan Stanley Institutional L Msilf Government Port Inst (8.4%), Spdr S&p 500 ETF Trust (6.0%), Invesco NASDAQ 100 ETF (5.8%), United States Treasury Notes 0.625%, 0.63%, 03/31/27 (3.9%), United States Treasury Note/Bond,Us Treasury N/B 1.25 2028-05-31 (3.8%). Go to all DCAVX holdings, DCAVX sectors, or DCAVX dividends.
DCAVX can be compared against other funds. Use DCAVX overlap to find shared positions, or DCAVX vs another fund for a side-by-side view. DCAVX alternatives are available via the screener, along with tax-loss harvesting opportunities.