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.
* 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 judgement 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.
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.
