Dunham Mutual Fund Quote

DCREX
 Fund
  

USD 14.26  0.13  0.90%   

Market Performance
2 of 100
Odds Of Distress
Less than 13
Dunham Real is trading at 14.26 as of the 19th of August 2022; that is -0.9% down since the beginning of the trading day. The fund's open price was 14.39. Dunham Real has less than a 13 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Dunham Real Estate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of August 2020 and ending today, the 19th of August 2022. Click here to learn more.
The funds sub-adviser seeks to achieve its investment objectives by investing primarily in income-producing equity securities of real estate companies. Dunham Real is traded on NASDAQ Exchange in the United States. More on Dunham Real Estate

Moving together with Dunham Real

0.74JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr

Dunham Real Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Dunham Real's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Dunham Real or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
The fund retains 99.91% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Dunham Real's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyFairly Valued
Startdate1st of January 2020
Dunham Real Estate [DCREX] is traded in USA and was established 19th of August 2022. The fund is listed under Real Estate category and is part of Dunham Funds family. Dunham Real Estate currently has accumulated 84.16 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 5.72%.
Check Dunham Real Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dunham Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dunham Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dunham Real Estate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Dunham Real Estate Constituents

Dunham Real Target Price Odds Analysis

What are Dunham Real's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Dunham Real jumping above the current price in 90 days from now is about 12.11%. The Dunham Real Estate probability density function shows the probability of Dunham Real mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1862 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Dunham Real will likely underperform. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Dunham Real Estate is significantly underperforming DOW.
  Odds Below 14.26HorizonTargetOdds Above 14.26
87.75%90 days
 14.26 
12.11%
Based on a normal probability distribution, the odds of Dunham Real to move above the current price in 90 days from now is about 12.11 (This Dunham Real Estate probability density function shows the probability of Dunham Mutual Fund to fall within a particular range of prices over 90 days) .

Dunham Real Estate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Dunham Real market risk premium is the additional return an investor will receive from holding Dunham Real long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dunham Real. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Dunham Real's alpha and beta are two of the key measurements used to evaluate Dunham Real's performance over the market, the standard measures of volatility play an important role as well.

Dunham Real Against Markets

Picking the right benchmark for Dunham Real mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Dunham Real mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Dunham Real is critical whether you are bullish or bearish towards Dunham Real Estate at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Dunham Real without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Dunham Real Estate?

You need to understand the risk of investing before taking a position in Dunham Real. The danger of trading Dunham Real Estate is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Dunham Real is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Dunham Real. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Dunham Real Estate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Investing Opportunities. Note that the Dunham Real Estate information on this page should be used as a complementary analysis to other Dunham Real's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Complementary Tools for Dunham Mutual Fund analysis

When running Dunham Real Estate price analysis, check to measure Dunham Real's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dunham Real is operating at the current time. Most of Dunham Real's value examination focuses on studying past and present price action to predict the probability of Dunham Real's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Dunham Real's price. Additionally, you may evaluate how the addition of Dunham Real to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Dunham Real's value and its price as these two are different measures arrived at by different means. Investors typically determine Dunham Real value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dunham Real's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.