Industry description
The investment seeks to provide positive returns in rising and falling market environments.
The sub-adviser seeks to achieve attractive absolute returns by utilizing an event driven strategy across a diversified set of equities while actively managing risk to preserve capital, minimize volatility, and maintain liquidity. The sub-adviser generally seeks to accomplish this objective by investing in equities (including common stock, initial public offerings (“IPOs”) and other new issues) and equity-related securities (including preferred stock, options, swaps, forwards and warrants) across a diversified range of industries.
Market Cap
The average market capitalization across the Dunham Monthly Distribution C MF is 113.02B. The market cap for tickers in the group ranges from 5.94B to 273.88B. SHEL holds the highest valuation in this group at 273.88B. The lowest valued company is TXNM at 5.94B.
Volume
The average weekly volume growth across all stocks in the Dunham Monthly Distribution C MF was 9%. For the same stocks of the MF, the average monthly volume growth was 286% and the average quarterly volume growth was 171%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 53
P/E Growth Rating: 31
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 58
Seasonality Score: -15 (-100 ... +100)