Dunham simplifies the process of being a financial advisor. We provide innovative mutual funds from a variety of asset class categories that seek to provide steady returns with low volatility.
Our sub-advisers are compensated using fulcrum fees so they are fully accountable.
Our Funds are available individually or as part of our Asset Allocation Programs.
Our Funds fit any range in a client’s risk profile so you can use them to help achieve a variety of investment objectives.
When you invest with Dunham Funds, you gain a wealth of benefits, including access to institutional-level sub-advisers not typically available to retail clients.
Refinitiv Lipper Fund Award *
Refinitiv Lipper Fund Award *
Our institutional sub-advisers select and manage the investments, so you don’t have to. When you reduce your time spent managing assets, you can reinvest that time saved into building client relationships.
View a complete list of our family of public mutual funds, with objectives ranging from sustaining current income to aggressively growing assets.
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 Dunham Funds’ 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.
Dunham Funds are distributed by Dunham & Associates Investment Counsel, Inc., a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC.
* Refinitiv Lipper Fund Award Winner, US 2021 Winner, Best Real Estate Fund Over the 3 Year Period (ending December 2020).
The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted
performance measure calculated over 36, 60 and 120 months. Lipper Leaders fund ratings do not constitute and are
not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any
entity in any jurisdiction. For more information, see lipperfundawards.com.
