Dunham Dynamic Macro FundDCAVX

MUTUAL FUNDDunham & Associates Investment Counsel
Type
Mutual fund
Peer group
Alternative
Net assets
$98.4M
Expense ratio
2.50%
1-year return
+5.9%
3 years, a year
+10.1%
5 years, a year
+4.6%
Holdings
42

What it aims to do.

The Fund seeks to maximize total return from capital appreciation and dividends,

Top 10 holdings.

Holding% of fund
iShares US ETF Trust12.43%
iShares US ETF Trust12.02%
Morgan Stanley Institutional Liquidity Funds9.88%
United States Of America - Bureau Of The Public Debt4.06%
Invesco Exchange-Traded Fund Trust II3.73%
United States Of America - Bureau Of The Public Debt3.52%
United States Of America - Bureau Of The Public Debt3.51%
SPY SPDR S&P 500 ETF Trust3.27%
British Columbia (Bc), Province Of - Ministry Of Finance And Corporate Relations3.04%
United States Of America - Bureau Of The Public Debt3.02%

More on DCAVX.

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