We are excited to announce that Dunham’s Real Estate Stock Fund has won the 2021 Lipper Fund Award for Best Real Estate Fund over the 3 year period. (Ending December 31, 2020.)
The Refinitiv Lipper Fund Awards are presented to funds that have delivered “consistently strong risk-adjusted performance relative to their peers.” The merit of the winners is determined by objective and quantitative criteria. Refinitiv Lipper Fund Awards have recognized funds and firms for over 30 years, and Dunham is honored to join the list of recognized funds.
“Winning this award signals to our clients the dedication to fairness and accountability that was envisioned by this firm 36 years ago. At Dunham, we believe that our fund managers should be paid fees based on their ability to outperform their benchmark. Our Analyst department, led by Ryan Dykmans for 16 years, is constantly monitoring and seeking fund managers that best represent Dunham’s dedication to accountability. Refinitiv Lipper is well respected within our industry and it is an honor to receive such a prestigious award for the performance of our Dunham Real Estate Stock Fund.”
-Jeffrey Dunham, Chairman/CEO
About The Portfolio Managers
The Dunham Real Estate Stock Fund is sub-advised by American Assets Capital Advisers, LLC (AACA). AACA is an investment adviser specializing in publicly traded real estate securities, which include Real Estate Investment Trusts, real estate operating companies, lodging and gaming, housing, land development, and real estate services. AACA manages separate accounts and mutual funds for institutions and individuals focusing on global real estate securities.
The AACA portfolio managers of the Dunham Real Estate Stock Fund are Burland B. East III, CFA, Chief Executive Officer and Chief Investment Officer, and Creede Murphy, Chief Operating Officer.
Learn More About the Fund
The Dunham Real Estate Stock Fund is for investors seeking to invest in real estate while taking advantage of diversification across geographic areas and property types along with the benefits of a mutual fund including daily liquidity and professional management.
To learn more about this award-winning fund, including insights from the portfolio managers, download our fund e-folder.
About Refinitiv Lipper
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
Mutual Fund Classification
Investors should consider the investment objectives, risk factors, charges, and expenses of the Dunham Funds carefully before investing. This and other important information is contained in the Dunham Funds’ summary prospectus and/or prospectus, which may be obtained by contacting your financial advisor, or by calling toll free (800) 442‐4358. Please read prospectus materials carefully before investing or sending money. Investing involves risk, including possible loss of principal.
Performance data quoted represents past performance which is no guarantee of future results. Investment return and principal value of an investment in a Fund will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. All investing involves risk.
Dunham Funds are distributed by Dunham & Associates Investment Counsel, Inc., a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC.