DCAVX Mutual Fund

DCAVX Mutual Fund (Dunham Dynamic Macro Fund Class C) is managed by Dunham Funds with $1.4M in net assets. DCAVX expense ratio is 2.50%, holding 42 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2010-04-30.

DCAVX performance shows a YTD return of -0.10%. The 1-year return is -0.05% and the 5-year return is 2.99%. DCAVX dividend yield stands at 11.78%, paid annually.

DCAVX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (15.7%), Invesco NASDAQ 100 ETF (4.7%), Spdr S&p 500 ETF Trust (4.6%), Ishares Commod Select Str (4.0%), Ishares Bloomberg Roll Select Commodity Strategy Etf (4.0%). 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.