DCSVX Mutual Fund

DCSVX Mutual Fund (Dunham Small Cap Value Fund Class C) is managed by Dunham Funds with $1.8M in net assets. DCSVX expense ratio is 2.17%, holding 215 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2004-12-10.

DCSVX performance shows a YTD return of 19.48%. The 1-year return is 23.31% and the 5-year return is 8.97%. DCSVX dividend yield stands at 6.23%.

DCSVX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (4.8%), Teradata Corp (1.3%), Silicon Motion Technology Corp., ADR (1.3%), Bowman Consulting Group Ltd. (1.2%), Caredx Inc (1.2%). 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.