DCSVX Mutual Fund

DCSVX Mutual Fund (Dunham Small Cap Value Fund Class C) is managed by Dunham Funds with $1.9M in net assets. DCSVX expense ratio is 2.17%, holding 203 positions across sectors including Industrials, Financials, Materials. Inception date: 2004-12-10.

DCSVX performance shows a YTD return of 21.55%. The 1-year return is 36.04% and the 5-year return is 8.74%. DCSVX dividend yield stands at 5.88%, paid annually.

DCSVX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (2.3%), Silicon Motion Technology Corp (1.2%), Ultra Clean Hold (1.1%), Caredx Inc (1.0%), Bkv Corp (1.0%). Go to all DCSVX holdings, DCSVX sectors, or DCSVX dividends.

DCSVX can be compared against other funds. Use DCSVX overlap to find shared positions, or DCSVX vs another fund for a side-by-side view. DCSVX alternatives are available via the screener, along with tax-loss harvesting opportunities.