Dunham Floating Rate Bond FundDCFRX

MUTUAL FUNDDunham & Associates Investment Counsel
Type
Mutual fund
Peer group
Taxable bond
Net assets
$223.1M
Expense ratio
1.84%
1-year return
+5.7%
3 years, a year
+7.1%
5 years, a year
+4.7%
Holdings
264

What it aims to do.

The Fund seeks to provide a high level of current income,

Top 10 holdings.

Holding% of fund
Fidelity Colchester Street Trust7.83%
Bluemountain Clo Xxxiii Ltd1.46%
Bain Capital Credit Clo 2021-7 Ltd1.19%
Electronic Arts1.09%
Jane Street Group1.00%
Bluemountain Clo 2014-4 Ltd0.99%
Nielsen0.98%
N/A0.97%
Varsity Brands0.89%
Asurion0.89%

More on DCFRX.

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