DCFGX : Dunham Focused Large Cap Growth Fund Class C

DCFGX is a US Stocks Market Large Growth with HIGH fees.

DCFGX

Dunham Focused Large Cap Growth Fund Class C

FI Score

18 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

18% FI Score
  • dcfgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Dunham Focused Large Cap Growth Fund Class C

Expenses: 2.33% (Better than 0% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why »

Fund Summary

The investment seeks to maximize capital appreciation. The fund invests primarily in domestic and foreign growth-oriented, large capitalization or "large cap" equity securities of companies traded on U.S. stock exchanges or in the over-the-counter market. It normally invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the common stock of large cap companies. The managers define large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000® Index during the most recent 12-month period. It is non-diversified.

Largest Holdings

Amount Holding
8.36% Amazon.com Inc
6.83% Microsoft Corp
6.49% Mastercard Inc A
6.44% Visa Inc Class A
4.97% ServiceNow Inc
4.75% Salesforce.com Inc
4.28% Autodesk Inc
4.25% Veeva Systems Inc Class A
4.24% PayPal Holdings Inc
3.67% NVIDIA Corp
3.53% Adobe Inc
3.52% Alphabet Inc Class C
3.45% DexCom Inc
3.42% Burlington Stores Inc
2.95% Edwards Lifesciences Corp
2.85% Facebook Inc A
2.85% Intuitive Surgical Inc
2.47% S&P Global Inc
2.23% Alibaba Group Holding Ltd ADR
2.17% Splunk Inc
2.15% Workday Inc Class A
1.85% Ulta Beauty Inc
1.83% Square Inc A
1.79% TransUnion
1.49% Global Payments Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo