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 Industrials, Financials, Information Technology. Inception date: 2004-12-10.

DCSVX performance shows a YTD return of 24.40%. The 1-year return is 29.56% and the 5-year return is 8.97%. DCSVX dividend yield stands at 5.75%, paid annually.

DCSVX top holdings include Fidelity Inv Mmkt Govt-I 12/31/2031 (4.2%), Caredx Inc (1.6%), Silicon Motion Technology Corp (1.2%), Icon Plc - Common (1.2%), Teradata Corp (1.1%). 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.