Dunham Monthly Distribution Fund

The sub-adviser aims to achieve strong, standalone returns through an event-driven investment approach, spread across a varied portfolio of equities. A core principle of this strategy is the proactive management of risk, focusing on safeguarding invested capital, minimizing market fluctuations, and ensuring sufficient liquidity. This objective is typically met by allocating funds to a broad spectrum of equity instruments, including common stock, initial public offerings (IPOs), and other newly issued securities, as well as equity-linked assets such as preferred stock, options, swaps, forwards, and warrants, all diversified across numerous industrial sectors.