The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Dunham Funds
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Dunham & Associates Investment Counsel
10251 Vista Sorrento Parkway
Suite 200
San Diego, CA  92121
Google Maps

Main Phone: 858-964-0500
Web Site: http://www.dunham.com/

Mutual Fund Brand(s)
Dunham Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Jeffrey Dunham founded Dunham & Associates in 1985 and launched the family's first mutual fund in 2004. The firm's model was to hire institutional sub-advisors for all of its funds and compensate those sub-advisors based on their ability to outperform their benchmark. Dunham accomplishes this alignment on its mutual funds through the use of fulcrum fees.

    Initially, Dunham focused geographically on affluent investors in Southern California, but since the 1990s with the launch of its mutual funds it has expanded its distribution nationally.

    Dunham also offers a mutual fund wrap program to financial advisors that allows the advisor to choose to charge fees only when their client makes money.

    Kelmoore Acquisition
    Dunham purchased the Kelmoore Funds in 2008. In September 2008 the Kelmoore Strategy, Kelmoore Strategy Eagle and Kelmoore Strategy Liberty Funds were converted into shares of the Dunham Monthly Distribution Fund.
    Sponsored Opportunities

    Key People:
    Jeffrey Dunham
    President and Chief Executive Officer, Dunham & Associates Investment Counsel
    Sal Capizzi
    Chief Sales & Marketing Officer, Dunham & Associates
    Denise Iverson
    Chief Financial Officer, Dunham & Associates Investment Counsel
    Tamara Wendoll
    Chief Operating Officer, Dunham & Associates Investment Counsel
    James Kearny
    Chief Compliance Officer, Dunham & Associates Investment Counsel
    Story Archive for Dunham & Associates Investment Counsel
    Published On Story Headline Publication
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    7/24/2017 Filings for Fundsters - July 24, 2017 MFWire.com
    5/5/2017 Filings for Fundsters - May 5, 2017 MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    1/13/2017 Filings for Fundsters - January 13, 2017 MFWire.com
    9/29/2016 Filings for Fundsters - September 29, 2016 MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    7/2/2013 Dunham Adjusts a Fund Fee MFWire.com
    12/10/2009 A California Fund Firm Leaves the Door Open for More Acquisitions MFWire.com
     News Archives
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    ©All rights reserved to InvestmentWires, Inc. 1997-2022
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use