DCLVX Mutual Fund

DCLVX Mutual Fund (Dunham Large Cap Value Fund Class C) is managed by Dunham Funds with $4.9M in net assets. DCLVX expense ratio is 2.17%, holding 75 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2004-12-10.

DCLVX performance shows a YTD return of 10.56%. The 1-year return is 16.57% and the 5-year return is 10.18%. DCLVX dividend yield stands at 4.30%.

DCLVX top holdings include Amazon.Com Inc (5.4%), Apple, Inc (4.9%), Microsoft Corp (4.5%), Jpmorgan Chase (3.7%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (2.6%). 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.