Dunham Focused Large Cap Growth FundDAFGX

MUTUAL FUNDDunham & Associates Investment Counsel
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$242.5M
Expense ratio
1.28%
1-year return
+4.2%
3 years, a year
+14.9%
5 years, a year
+4.2%
Holdings
35

What it aims to do.

The Fund seeks to maximize capital appreciation.

Top 10 holdings.

Holding% of fund
AMZN Amazon.Com Inc9.28%
NVDA Nvidia Corp8.39%
META Meta Platforms Inc6.59%
MA Mastercard Inc5.89%
AMD Advanced Micro Devices Inc5.14%
MSFT Microsoft Corp4.83%
GOOG Alphabet Inc4.25%
LLY Eli Lilly & Company3.54%
ISRG Intuitive Surgical Inc3.53%
NOW Servicenow Inc3.52%

More on DAFGX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.