Dunham Monthly Distribution Fund (DNMDX) Research

The sub-adviser aims to achieve strong, standalone returns through an event-driven investment approach, spread across a varied portfolio of equities. A core principle of this strategy is the proactive management of risk, focusing on safeguarding invested capital, minimizing market fluctuations, and ensuring sufficient liquidity. This objective is typically met by allocating funds to a broad spectrum of equity instruments, including common stock, initial public offerings (IPOs), and other newly issued securities, as well as equity-linked assets such as preferred stock, options, swaps, forwards, and warrants, all diversified across numerous industrial sectors.

Market snapshot

Symbol
DNMDX
Price
$28.84
Day change
+0.28%
Market cap
$283.1M
52-week range
28.64-29.4
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BNY Mellon Opportunistic Small Cap Fund (DSCVX)
  • Templeton Emerging Markets Fund (EMF)
  • Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund (EOD)
  • Hennessy Small Cap Financial Fund (HSFNX)
  • Morgan Stanley India Investment Fund, Inc. (IIF)
  • Mairs & Power Small Cap Fund (MSCFX)
  • RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (OPP)
  • Prospector Opportunity Fund (POPFX)

Open Dunham Monthly Distribution Fund (DNMDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.