Dunham Receives Refinitiv Lipper Fund Award for the Dunham Real Estate Stock Fund
Winning this award signals to our customers the commitment to fairness and accountability that this company envisioned 36 years ago.
SAN DIEGO (PRWEB)
March 20, 2021
Dunham & Associates Investment Counsel, Inc. (DAIC) received the Refinitiv Lipper Fund Award for best real estate fund over a period of three years. (End of December 31, 2020.)
“Winning this award signals to our customers the commitment to fairness and accountability that this company envisioned 36 years ago,” said Jeffrey Dunham, Chairman / CEO of DAIC. “At Dunham, we believe our fund managers should be paid fees based on their ability to outperform their benchmarks. Our analyst department, led by Ryan Dykmans for 16 years, constantly monitors and searches for fund managers who best reflect Dunham’s commitment to accountability. Refinitiv Lipper is highly regarded in our industry and it is an honor to receive such a prestigious award for the performance of our Dunham Real Estate Stock Fund. “
The fund’s portfolio managers are Burland B. East III, CFA, Chief Executive Officer and Chief Investment Officer and Creede Murphy, Chief Operating Officer.
Burland and Creede shared their advice on how to maintain portfolio performance in the volatile 2020 market. “The depth of research we do on our investments gives us a rock to stand on by the storm,” said Burland and Creede. “Building a relationship with management, visiting property assets, and knowing the real drivers of long-term value for our businesses and tenants help us be unimpressed by ‘noise and panic’ in the marketplace and trust our research. On this basis, we can continue to concentrate on the implemented strategy and pay attention to new developments. “
Dunham congratulates Ryan Dykmans and the Dunham team of analysts, AACA, and portfolio managers Burland B. East III and Creede Murphy on the award.
The ticker symbol for the Dunham Real Estate Stock Fund is DNREX.
About Dunham & Associates Investment Counsel: Dunham & Associates Investment Counsel, Inc. (DAIC) was founded in 1985 and is a registered investment advisor and broker / dealer. DAIC offers mutual funds in which the remuneration of the sub-advisors is linked to performance, measured against a specified benchmark. DAIC public funding was launched in December 2004. DAIC has specialized in providing investment programs to institutions, foundations and high net worth individuals for over two decades. DAIC has approximately $ 1.8 billion in assets under management and, together with its affiliates, manages over $ 3 billion in total assets. For more information about Dunham & Associates Investment Counsel, Inc. and its products and services, visit http://www.dunham.com or call (800) 442-4358.
About American Assets Capital Advisers, LLC: American Assets Capital Advisers, LLC (“AACA”) is an investment advisor specializing in publicly traded real estate securities that includes real estate investment trusts (“REITS”), real estate companies, lodging and real estate companies , Land development and real estate services. AACA manages separate accounts and mutual funds for institutions and individuals focused on global real estate securities.
About the Refinitiv Lipper Fund Award: For more than 30 years and in over 17 countries worldwide, the highly regarded Refinitiv Lipper Awards have recognized funds and fund management companies that have consistently strong risk-adjusted performance compared to their competitors . The winners’ earnings are based on very objective, quantitative criteria. This, combined with the unmatched depth of fund data, creates a unique prestige and ensures that the award has lasting value. Renowned fund data and proprietary methods form the basis for this prestigious award, which recognizes outstanding performance in fund management. More information is available at http://www.lipperfundawards.com.
Disclosure: The Refinitiv Lipper Fund Awards are given to individual investment funds that are characterized by consistently strong, risk-adjusted performance compared to their competitors. The awards recognize individual classifications of three, five and ten years based on objective, quantitative criteria.
The Refinitiv Lipper Fund Awards, which are presented annually, recognize funds and fund companies that are characterized by consistently high risk-adjusted performance compared to their competitors. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return Rating, a risk-adjusted performance measure that is calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader score for consistent return (effective return) in each eligible classification wins the Refinitiv Lipper Fund Award. More information is available at lipperfundawards.com. While Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the information contained herein, the accuracy of Refinitiv Lipper is not guaranteed.
US mutual fund classification: real estate
Best fund: 3 years
Share class: Class N.
Fund in category: 59
Investors should carefully consider the investment objectives, risk factors, fees and costs of the Dunham Funds before investing. This and other important information is contained in the Summary Prospectus and / or Prospectus for Dunham Funds, which can be obtained by contacting your financial advisor or by calling toll free (800) 442-4358. Please read the prospectus materials carefully before investing or sending money. The investment involves risk, including the potential for loss of capital.
The performance data given represent past performance and are no guarantee of future results. The return on investment and the net present value of an investment in a fund will fluctuate so that when redeemed, the investor’s units may be worth more or less than their original cost. Every investment is associated with risks.
Dunham Funds are marketed by Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker / dealer. Member of FINRA / SIPC.
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