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 $5.0M in net assets. DCLVX expense ratio is 2.17%, holding 76 positions across sectors including Financials, Industrials, Health Care. 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 Alphabet Inc Common Stock USD 0.001 (4.5%), Jpmorgan Chase (3.5%), Amazon.Com Inc (2.9%), Micron Technology, Inc. (2.6%), Exxon Mobil Corp. (2.3%). 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.