Dunham Mutual Fund Buy Hold or Sell Recommendation

DCREX
 Fund
  

USD 11.88  0.20  1.71%   

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Dunham Real Estate is 'Strong Buy'. Macroaxis provides Dunham Real buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DCREX positions. The advice algorithm takes into account all of Dunham Real's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from Dunham Real's buy-and-hold perspective. Continue to Dunham Real Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as Dunham and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Dunham Real Estate.

Execute Dunham Real Buy or Sell Advice

The Dunham recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Dunham Real Estate. Macroaxis does not own or have any residual interests in Dunham Real Estate or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Dunham Real's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Dunham RealBuy Dunham Real
Strong Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon Dunham Real Estate has a Risk Adjusted Performance of (0.07), Jensen Alpha of (0.08), Total Risk Alpha of (0.035155) and Treynor Ratio of (0.36)
Our trade advice tool can cross-verify current analyst consensus on Dunham Real Estate and to analyze the fund potential to grow in the current economic cycle. Please use Dunham Real one year return and cash position weight to make buy, hold, or sell decision on Dunham Real Estate.

Dunham Real Trading Alerts and Improvement Suggestions

Dunham Real Estate generated a negative expected return over the last 90 days
The fund retains 99.91% of its assets under management (AUM) in equities

Dunham Real Returns Distribution Density

The distribution of Dunham Real's historical returns is an attempt to chart the uncertainty of Dunham Real's future price movements. The chart of the probability distribution of Dunham Real stock daily returns describes the distribution of returns around its average expected value. We use Dunham Real Estate price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Dunham Real returns is essential to provide solid investment advice for Dunham Real.
Mean Return-0.09Value At Risk-2.3
Potential Upside2.28Standard Deviation1.44
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Dunham Real historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Dunham Real Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Dunham Real or Dunham Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Dunham Real's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Dunham fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over DOW
-0.08
β
Beta against DOW0.27
σ
Overall volatility
1.37
Ir
Information ratio -0.03

Dunham Real Volatility Alert

Dunham Real Estate exhibits very low volatility with skewness of 0.09 and kurtosis of -0.08. However, we advise investors to further study Dunham Real Estate technical indicators to ensure that all market info is available and is reliable. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Dunham Real's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Dunham Real's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

Dunham Real Fundamentals Vs Peers

Comparing Dunham Real's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Dunham Real's direct or indirect competition across all of the common fundamentals between Dunham Real and the related equities. This way, we can detect undervalued stocks with similar characteristics as Dunham Real or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Dunham Real's fundamental indicators could also be used in its relative valuation, which is a method of valuing Dunham Real by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Dunham Real to competition
FundamentalsDunham RealPeer Average
Price to Earning32.95 X6.53 X
Price to Book2.59 X0.74 X
Price to Sales6.94 X0.61 X
One Year Return5.23 %4.15 %
Three Year Return5.72 %3.60 %
Five Year Return4.94 %3.24 %
Ten Year Return8.66 %1.79 %
Net Asset84.16 M4.11 B
Cash Position Weight0.09 %10.61 %
Equity Positions Weight99.91 %63.90 %

About Dunham Real Buy or Sell Advice

When is the right time to buy or sell Dunham Real Estate? Buying financial instruments such as Dunham Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Dunham Real in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Rentals Thematic Idea Now

Rentals
Rentals Theme
Companies providing rental and leasing services to public and business. The Rentals theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Rentals Theme or any other thematic opportunities.
View All  Next Launch
Continue to Dunham Real Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. 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 Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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.
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Global Correlations
Find global opportunities by holding instruments from different markets
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Go
Bond Directory
Find actively traded corporate debentures issued by US companies
Go
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Balance Of Power
Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
Go
Portfolio Optimization
Compute new portfolio that will generate highest expected return given your specified tolerance for risk
Go
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.