DCLVX Mutual Fund
DCLVX Mutual Fund
DCLVX Mutual Fund
Dunham Large Cap Value Fund Class C
DCLVX Mutual Fund Overview
DCLVX Mutual Fund (Dunham Large Cap Value Fund Class C) is managed by Dunham Funds with $4.8M in net assets. DCLVX expense ratio is 2.17%, holding 75 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-12-10.
DCLVX performance shows a YTD return of 15.90%. The 1-year return is 22.78% and the 5-year return is 10.18%. DCLVX dividend yield stands at 0.08%, paid annually.
DCLVX top holdings include Amazon.Com Inc (5.8%), Microsoft Corp (4.2%), Apple, Inc (4.1%), Jpmorgan Chase (3.7%), Cisco Systems Inc. - Ordinary Shares (2.7%). Go to all DCLVX holdings, DCLVX sectors, or DCLVX dividends.
DCLVX can be compared against other funds. Use DCLVX overlap to find shared positions, or DCLVX vs another fund for a side-by-side view. DCLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.