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DUSQX

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Analysis and statistics

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About

DUSQX.US represents the Dunham Small Cap Value Fund Class A. It is a mutual fund managed by Dunham & Associates Investment Counsel, Inc. that focuses on investing in small-cap companies believed to be undervalued. The fund aims to provide long-term capital appreciation by selecting stocks that meet the manager's value criteria.
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Factors

Fund Performance: Strong historical returns typically attract more investors, driving up demand and the fund's price, whereas poor performance can lead to redemptions and lower prices. Market Conditions: Overall market trends, such as bull or bear markets, significantly impact fund prices. A rising market generally lifts most funds, while a falling market pressures them downward. Expense Ratio: Higher expense ratios can negatively impact returns, making the fund less attractive to investors and potentially affecting its price. Fund Manager Skill: The fund manager's ability to select profitable investments and manage risk plays a crucial role in the fund's success and its price. Interest Rates: Changes in interest rates can affect the attractiveness of different asset classes held by the fund, influencing investor demand and the fund's price.

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