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DALVX
Mutual Fund ticker: NASDAQ
AS OF
Nov 18 closing price
Price
$21.53
Change
-$0.05 (-0.23%)
Net Assets
195.15M

DALVX Dunham Large Cap Value A Forecast, Technical & Fundamental Analysis

The investment seeks to maximize total return from capital appreciation and dividends... Show more

Category: #Large Value
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), Exxon Mobil Corp (NYSE:XOM), Bank of America Corp (NYSE:BAC), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), Abbott Laboratories (NYSE:ABT), Walt Disney Company (The) (NYSE:DIS), Mondelez International (NASDAQ:MDLZ).

Industry description

The investment seeks to maximize total return from capital appreciation and dividends. The fund invests primarily in value-oriented, large capitalization or "large cap" common stocks of companies traded on U.S. stock exchanges or in the over-the-counter market. It invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in the common stock of large cap companies. The manager defines large capitalization companies as those companies whose market capitalizations are equal to or greater than the smallest company in the Russell 1000® Index during the most recent 12-month period.

Market Cap

The average market capitalization across the Dunham Large Cap Value A MF is 331.24B. The market cap for tickers in the group ranges from 71.98B to 815.07B. JPM holds the highest valuation in this group at 815.07B. The lowest valued company is MDLZ at 71.98B.

Volume

The average weekly volume growth across all stocks in the Dunham Large Cap Value A MF was 38%. For the same stocks of the MF, the average monthly volume growth was 10% and the average quarterly volume growth was 831%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 56
P/E Growth Rating: 61
Price Growth Rating: 44
SMR Rating: 36
Profit Risk Rating: 52
Seasonality Score: 29 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Dunham Funds6256 Greenwich Drive, Suite 550San Diego
Phone
800-442-4358
Web
www.dunham.com
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DALVX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, DALVX has been closely correlated with FFFMX. These tickers have moved in lockstep 91% of the time. This A.I.-generated data suggests there is a high statistical probability that if DALVX jumps, then FFFMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To DALVX
1D Price
Change %
DALVX100%
N/A
FFFMX - DALVX
91%
Closely correlated
-0.34%
FFMMX - DALVX
90%
Closely correlated
-0.34%
RMFEX - DALVX
86%
Closely correlated
-0.34%
RMFCX - DALVX
86%
Closely correlated
-0.34%
RMEBX - DALVX
86%
Closely correlated
-0.34%
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