DCLVX Mutual Fund

DCLVX Mutual Fund (Dunham Large Cap Value Fund Class C) is managed by Dunham Funds with $5.0M in net assets. DCLVX expense ratio is 2.17%, holding 76 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-12-10.

DCLVX performance shows a YTD return of 14.69%. The 1-year return is 25.19% and the 5-year return is 10.32%. DCLVX dividend yield stands at 0.08%, paid annually.

DCLVX top holdings include Amazon.Com Inc (5.3%), Apple, Inc (4.0%), Jpmorgan Chase (3.6%), Microsoft Corp (3.2%), Cisco Systems Inc. - Ordinary Shares (2.8%). 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.