DNAIX Mutual Fund

DNAIX Mutual Fund

NAV$8.68
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Fund Essentials - as of Apr 30, 2026

Net Assets
$336M
Expense Ratio
0.91%
Dividend Yield (Current)
3.77%
Holdings
88
Inception Date
Dec 10, 2004
Fund Family
Dunham Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.75%
1 Year+3.09%
3 Year+4.17%
5 Year+2.14%
10 Year+4.25%

Asset Allocation

Stocks: 0.10%
Bonds: 98.07%
Cash: 1.72%
Other: 0.11%
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Top Holdings

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TickerNameWeight
B 0 07/09/26BROWARD CNTY FLA SCH DIST 5% Jul 01, 203213.55%
B 0 06/11/26Treasury Bill Jun 11, 202612.95%
-Treasury Bill Sep 10, 202612.52%
-Treasury Bill 0% May 05, 202611.87%
-Wi Treasury Sec 11/55 4.625 11/15/20552.98%
Top 10 Concentration: 63.02%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.77%
Frequency
Monthly
Latest Distribution
$0.20
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

DNAIX Mutual Fund Overview

DNAIX Mutual Fund (Dunham Long/Short Credit Fund Class N) is managed by Dunham Funds with $336.1M in net assets. DNAIX expense ratio is 0.91%, holding 88 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2004-12-10.

DNAIX performance shows a YTD return of 1.75%. The 1-year return is 3.09% and the 5-year return is 2.14%. DNAIX dividend yield stands at 3.77%, paid monthly.

DNAIX top holdings include BROWARD CNTY FLA SCH DIST 5% Jul 01, 2032 (13.6%), Treasury Bill Jun 11, 2026 (12.9%), Treasury Bill Sep 10, 2026 (12.5%), Treasury Bill 0% May 05, 2026 (11.9%), Wi Treasury Sec 11/55 4.625 11/15/2055 (3.0%). Go to all DNAIX holdings, DNAIX sectors, or DNAIX dividends.

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