Dunham & Associates When Performance Counts
 
The Dunham Funds

Dunham & Associates Investment Counsel, Inc. offers a proprietary family of sub-advised public mutual funds that operate on performance-based advisory fees, also commonly known as Fulcrum Fees, and feature objectives ranging from capital preservation to aggressive growth. The Dunham Funds are available individually or as part of a turnkey asset management program.

For a full listing of ticker & cusips by shareclass, please click here.

 
LOWER
RISK
HIGHER
RISK
    Dunham Floating Rate Bond Fund
    Dunham Corporate/Government Bond Fund
    Dunham Monthly Distribution Fund
    Dunham Dynamic Macro Fund
    Dunham High-Yield Bond Fund
    Dunham Alternative Dividend Fund
    Dunham International Opportunity Bond Fund
    Dunham Appreciation & Income Fund
    Dunham Large Cap Value Fund
    Dunham Focused Large Cap Growth Fund
    Dunham International Stock Fund
    Dunham Real Estate Stock Fund
    Dunham Small Cap Value Fund
    Dunham Emerging Markets Stock Fund
    Dunham Small Cap Growth Fund

Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham Funds carefully before investing. This and other important information is contained in the Fund's summary prospectus and/or prospectus, which may be obtained by contacting your financial advisor, or by calling toll free (800) 442-4358. Please read prospectus materials carefully before investing or sending money. Investing involves risk, including possible loss of principal.

With respect to the risk order assigned to the above list of Funds, the annual standard deviation, based upon representative indices of historical asset class index returns over the past 15 and 20 years, rounded to whole numbers, as well as qualitative factors, were considered. Performance tends to be more stable for products with a lower standard deviation. In the case where certain Funds are statistically similar, the subjective judgment of management based on qualitative criteria may be used. Historical standard deviation (risk) is not an indication of future expected risk. The risk order above is subject to change.

Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. The N share class is only offered by registered investment advisers as part of an advisory program which includes advisory fees in addition to those presented in the prospectus. Funds distributed by Dunham & Associates Investment Counsel, Inc., member FINRA/SIPC. An investment in The Dunham Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. With respect to the risk scale assigned to the above list of securities, the standard deviation of historical asset class index returns used to measure risk (or volatility) indicates the variability of returns from the average return for that asset class. Performance tends to be more stable for products with a lower standard deviation. Historical standard deviation (risk) is not an indication of future expected risk.

Dunham Funds direct shareholders (including accounts transfered from the Kelmoore Strategy Funds), please click here: http://www.dunham.com/direct



 
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Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer.  Member FINRA / SIPC.