Dunham & Associates Wins Two 2025 LSEG Lipper Fund Awards
Dunham & Associates has secured two prestigious 2025 LSEG Lipper Fund Awards for its mutual funds. The Dunham International Opportunity Bond Fund (DNIOX) won in the International Income Fund category for three-year performance, while the Dunham International Stock Fund (DNINX) was recognized as the best International Multi-Cap Core fund over five years.
The DNIOX fund, sub-advised by Virtus Fixed Income Advisers, is one of only seven U.S. funds offering pure international exposure, focusing on delivering high current income and capital appreciation through international fixed income investments. The DNINX fund, managed by Arrowstreet Capital, LP, employs an unconstrained approach to maximize returns through capital appreciation and dividend income from international stocks.
The Dunham Funds feature institutional-level sub-advisers and operate on a unique fulcrum-fee model that ties compensation to performance. The awards were announced at a ceremony on March 14, 2025, at the Manhatta restaurant in New York City.
Dunham & Associates ha ottenuto due prestigiosi 2025 LSEG Lipper Fund Awards per i suoi fondi comuni. Il Dunham International Opportunity Bond Fund (DNIOX) ha vinto nella categoria Fondi Internazionali a Reddito per le performance triennali, mentre il Dunham International Stock Fund (DNINX) è stato riconosciuto come il miglior fondo International Multi-Cap Core negli ultimi cinque anni.
Il fondo DNIOX, co-consigliato da Virtus Fixed Income Advisers, è uno dei soli sette fondi statunitensi che offrono un'esposizione internazionale pura, concentrandosi sulla generazione di un elevato reddito corrente e sull'apprezzamento del capitale attraverso investimenti in obbligazioni internazionali. Il fondo DNINX, gestito da Arrowstreet Capital, LP, adotta un approccio non vincolato per massimizzare i rendimenti attraverso l'apprezzamento del capitale e i dividendi provenienti da azioni internazionali.
I fondi Dunham presentano sub-consulenti a livello istituzionale e operano su un modello di commissioni a fulcro unico che collega la compensazione alle performance. I premi sono stati annunciati durante una cerimonia il 14 marzo 2025, presso il ristorante Manhatta a New York City.
Dunham & Associates ha asegurado dos prestigiosos 2025 LSEG Lipper Fund Awards para sus fondos mutuos. El Dunham International Opportunity Bond Fund (DNIOX) ganó en la categoría de Fondos Internacionales de Ingresos por su rendimiento a tres años, mientras que el Dunham International Stock Fund (DNINX) fue reconocido como el mejor fondo International Multi-Cap Core en cinco años.
El fondo DNIOX, asesorado por Virtus Fixed Income Advisers, es uno de solo siete fondos estadounidenses que ofrecen una exposición internacional pura, centrándose en proporcionar altos ingresos actuales y apreciación de capital a través de inversiones en renta fija internacional. El fondo DNINX, gestionado por Arrowstreet Capital, LP, emplea un enfoque sin restricciones para maximizar los rendimientos a través de la apreciación de capital y los ingresos por dividendos de acciones internacionales.
Los fondos Dunham cuentan con subasesores a nivel institucional y operan bajo un modelo de comisiones único que vincula la compensación al rendimiento. Los premios fueron anunciados en una ceremonia el 14 de marzo de 2025, en el restaurante Manhatta en la ciudad de Nueva York.
Dunham & Associates는 두 개의 권위 있는 2025 LSEG Lipper Fund Awards를 자사의 뮤추얼 펀드에 대해 수상했습니다. Dunham International Opportunity Bond Fund (DNIOX)는 3년 성과 기준으로 국제 소득 펀드 부문에서 수상했으며, Dunham International Stock Fund (DNINX)는 5년 동안 최고의 국제 멀티캡 코어 펀드로 인정받았습니다.
DNIOX 펀드는 Virtus Fixed Income Advisers의 자문을 받아 운영되며, 순수한 국제 노출을 제공하는 미국 펀드 중 단 7개에 해당합니다. 이 펀드는 국제 고정 수익 투자로 높은 현재 소득과 자본 증가를 목표로 하고 있습니다. DNINX 펀드는 Arrowstreet Capital, LP에 의해 관리되며, 국제 주식에서 자본 증가와 배당 소득을 통해 수익을 극대화하기 위한 비제한 접근 방식을 사용합니다.
Dunham Funds는 기관 수준의 자문사를 특징으로 하며, 성과에 따라 보상을 연결하는 독특한 중추 수수료 모델로 운영됩니다. 이 상은 2025년 3월 14일 뉴욕시의 Manhatta 레스토랑에서 열린 시상식에서 발표되었습니다.
Dunham & Associates a obtenu deux prestigieux 2025 LSEG Lipper Fund Awards pour ses fonds communs. Le Dunham International Opportunity Bond Fund (DNIOX) a remporté le prix dans la catégorie Fonds de revenu international pour sa performance sur trois ans, tandis que le Dunham International Stock Fund (DNINX) a été reconnu comme le meilleur fonds International Multi-Cap Core sur cinq ans.
Le fonds DNIOX, conseillé par Virtus Fixed Income Advisers, est l'un des sept seuls fonds américains offrant une exposition internationale pure, se concentrant sur la génération de revenus courants élevés et l'appréciation du capital grâce à des investissements en obligations internationales. Le fonds DNINX, géré par Arrowstreet Capital, LP, adopte une approche sans contrainte pour maximiser les rendements grâce à l'appréciation du capital et aux dividendes des actions internationales.
Les fonds Dunham présentent des sous-conseillers de niveau institutionnel et fonctionnent selon un modèle de frais unique qui lie la rémunération à la performance. Les prix ont été annoncés lors d'une cérémonie le 14 mars 2025, au restaurant Manhatta à New York.
Dunham & Associates hat zwei prestigeträchtige 2025 LSEG Lipper Fund Awards für seine Investmentfonds gewonnen. Der Dunham International Opportunity Bond Fund (DNIOX) wurde in der Kategorie International Income Fund für die dreijährige Performance ausgezeichnet, während der Dunham International Stock Fund (DNINX) als bester International Multi-Cap Core Fonds über fünf Jahre anerkannt wurde.
Der DNIOX-Fonds, der von Virtus Fixed Income Advisers beraten wird, ist einer von nur sieben US-Fonds, die eine reine internationale Exposition bieten und sich darauf konzentrieren, hohe laufende Einkünfte und Kapitalwertsteigerungen durch internationale Festzinsanlagen zu erzielen. Der DNINX-Fonds, der von Arrowstreet Capital, LP verwaltet wird, verfolgt einen ungebundenen Ansatz, um Renditen durch Kapitalwertsteigerungen und Dividenden aus internationalen Aktien zu maximieren.
Die Dunham-Fonds verfügen über institutionelle Subberater und arbeiten nach einem einzigartigen Gebührenmodell, das die Vergütung an die Performance knüpft. Die Auszeichnungen wurden am 14. März 2025 bei einer Zeremonie im Restaurant Manhatta in New York City bekannt gegeben.
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LSEG Lipper Fund Awards United States 2025 Winner, Dunham International Opportunity Bond Fund (DNIOX), best International Income Fund over 3 years.
LSEG Lipper Fund Awards United States 2025 Winner, Dunham International Stock Fund (DNINX), best International Multi-Cap Core fund over 5 years.
"We are honored that Lipper has recognized the outperformance of our International Funds," said Ryan Dykmans, CFA, Chief Investment Officer at Dunham. "The benefits of investing in international stocks and bonds are becoming increasingly evident in today's market. As conditions evolve, access to institutional-level sub-advisers and global diversification can serve as a timely and strategic opportunity for investors."
The Dunham International Opportunity Bond Fund (DNIOX) received the
"When diversifying a fixed-income portfolio, having style and asset class purity is paramount, and this Fund's disciplined dedication to foreign bonds allows wealth managers to control exposures and risks effectively," said Jason G. Greer, CFA, Senior Analyst at Dunham.
The Fund seeks to deliver a high level of current income, along with capital appreciation, through investments in international fixed income. Virtus Fixed Income Advisers, LLC, part of Virtus Investment Partners Inc., acts as sub-adviser to the Fund.
The Dunham International Stock Fund (DNINX) received the
The Dunham Funds offer a diverse range of innovative mutual funds across multiple asset classes, designed to accommodate various client risk profiles while helping financial advisors potentially deliver steady returns and mitigate volatility. Backed by 40 years of expertise in selecting institutional managers, the Funds leverage institutional-level sub-advisers—strategies typically unavailable to retail investors. A key differentiator is the fulcrum-fee model, that compensates sub-advisers based on performance. This structure reflects Dunham's commitment to accountability, aligning the firm's success with that of its investors.
To learn more, please visit https://www.dunham.com/FA/Pages/Funds.
About Dunham & Associates Investment Counsel, Inc.
Dunham & Associates Investment Counsel, Inc. with its affiliate Dunham Trust Company is an accessible wealth and trust management firm that has been challenging the industry's thinking for nearly four decades. The company's differentiated investment strategies and approaches are designed to strengthen the investment process with the goals of relieving investment stress and striving to secure the best possible outcomes for clients.
Financial advisors can utilize Dunham's client service and asset allocation programs to optimize portfolio management. In addition to concierge back-office support, advisors can work with Dunham to create carefully engineered and well-balanced portfolios using innovative mutual fund strategies. The compensation of Dunham's sub-advisors is tied directly to the success of investments, in accordance with the firm's commitment to accessibility, accountability, and fairness.
To learn more, please visit https://www.dunham.com/.
Media Contact:
JConnelly for Dunham
dunham@jconnelly.com
About Virtus Fixed Income Advisers, LLC
Virtus Fixed Income Advisers, LLC ("VFIA"), "Stone Harbor Investment Partners division", 31 West 52nd Street, 16th Fl.,
About Arrowstreet Capital, Limited Partnership
Arrowstreet Capital, Limited Partnership (Arrowstreet) was founded in June 1999 as an independent private partnership that serves as a discretionary institutional global asset manager. Headquartered in
About LSEG Lipper Fund Award:
For more than 30 years and in over 17 countries worldwide, these highly-respected awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers.
Fund Classification Awards
The currency for the calculation corresponds to the currency of the country for which the awards are calculated and relies on monthly data. Classification averages are calculated with all eligible share classes for each eligible classification. The calculation periods extend over 36, 60, and 120 months. The highest Lipper Leader for Consistent Return (Effective Return) value within each eligible classification determines the fund classification winner over three, five, or 10 years. For a detailed explanation, please review the Lipper Leader Methodology Document at https://www.lipperfundawards.com/Methodology
Disclosure:
The LSEG 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 LSEG 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 LSEG Lipper Fund Award. For more information, see www.lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
US Mutual Fund | Best Fund | Share Class | Ticker | Funds in |
International Income | 3 years | Class N | DNIOX | 20 |
International Multi-Cap | 5 years | Class N | DNINX | 59 |
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 less than their original cost. All investing involves risk.
The Sub-Adviser receives a fulcrum fee, which will vary based on the Sub-Adviser's performance against the benchmark. The Sub-Adviser is rewarded when performance exceeds the benchmark and is penalized when performance is short of the benchmark. Some Sub-Advisers receive minimum compensation regardless of whether or not an established performance benchmark is met or exceeded.
Dunham Funds are distributed by Dunham & Associates Investment Counsel, Inc., a Registered Investment Adviser and Broker/ Dealer. Member FINRA/ SIPC.
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SOURCE Dunham & Associates Investment Counsel, Inc.
FAQ
What awards did Dunham International Stock Fund (DNINX) win in 2025?
How does the Dunham International Stock Fund (DNINX) investment strategy work?
What makes Dunham Funds' fee structure unique for DNINX investors?
Who manages the Dunham International Stock Fund (DNINX)?
How are the LSEG Lipper Fund Awards determined?
