The investment seeks to maximize total return from capital appreciation and dividends. The fund's Sub-Adviser seeks to achieve the fund's investment objectives by investing primarily in income-producing equity securities (including real estate investment trusts ("REITs")) of U.S. real estate companies. Under normal market conditions, the fund invests at least 80% of its assets (defined as net assets plus borrowing for investment purposes) in equity securities of companies principally engaged in the U.S. real estate industry. It is non-diversified.
Fund filings (PDF) »
David Wharmby (Started: Dec 31, 2013)
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Dunham Funds, 10251 Vista Sorrento Parkway Suite 200, San Diego, CA 92121, USA