Dunham Real Estate Stock Fund - Dunham Funds
Shareclass
Dunham Real Estate Stock Fund Dunham Real Estate Stock Fund Class N (DNREX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Dunham Real Estate Stock Fund - Dunham Funds
FUND COVERAGE
# of holdings34
% of assets87%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Stockland0.65%$428,865
- 2. Unibail-Rodamco-Westfield2.27%$1.5M
- 3. CapitaLand Integrated Commercial Trust1.22%$808,098
- 4. Welltower Inc10%$6.72M
- 5. Link REIT0.78%$517,371
- 6. Vicinity Ltd1.65%$1.09M
- 7. Equinix Inc5.26%$3.47M
- 8. Essential Properties Realty Trust Inc2.08%$1.37M
- 9. EPR Properties0.3%$197,976
- 10. Iron Mountain Inc3.57%$2.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. American Healthcare REIT Inc4.51%$2.98M
- 2. National Health Investors Inc1.87%$1.24M
- 3. Sunstone Hotel Investors Inc1.11%$732,803
- 4. CubeSmart2.11%$1.4M
- 5. UDR Inc1.88%$1.24M
- 6. Nippon Building Fund Inc1.81%$1.2M
- 7. Mitsui Fudosan Accommodations Fund Inc3.09%$2.04M
- 8. SL Green Realty Corp2.55%$1.69M
- 9. Simon Property Group Inc4.98%$3.29M
- 10. Chartwell Retirement Residences1.06%$702,145
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Dunham Real Estate Stock Fund - Dunham Funds
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Dunham Real Estate Stock Fund - Dunham Funds DNREX
Environment
Social
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