Dunham & Associates Achieves Back-to-Back Victory at 2026 LSEG Lipper Fund Awards

Dunham & Associates Investment Counsel, Inc., based in San Diego, has announced an impressive achievement—the firm has won two prestigious LSEG Lipper Fund Awards for the year 2026. This marks the second consecutive year for such recognition, highlighting the consistency and excellence of its mutual fund offerings.

The accolades were given for their notable funds: the Dunham International Opportunity Bond Fund (DNIOX) and the Dunham International Stock Fund (DNINX). The DNIOX received the award for being the best International Income Fund over a five-year period. Meanwhile, the DNINX was acknowledged as the best International Large-Cap Fund over ten years, showcasing Dunham's prowess in international investments.

The LSEG Lipper Fund Awards have recognized investment management excellence for over three decades, assessing funds based on their risk-adjusted returns across three, five, and ten-year timelines. This objective evaluation uses the Lipper Leader for Consistent Return rating, reinforcing the credibility and significance of these accolades in the financial industry.

Ryan Dykmans, CFA, President and Chief Investment Officer at Dunham, expressed his pride in this back-to-back recognition. He noted, “It’s a testament to the discipline and consistency our sub-advisers bring to these mandates year in and year out.” Dykmans emphasized that in today’s investment landscape, where global diversification is critical, these funds offer financial advisors a robust pathway to international markets, complemented by institutional-quality management.

The Dunham International Opportunity Bond Fund (DNIOX)

The Dunham International Opportunity Bond Fund stands out as one of only seven funds in the United States providing exclusive international fixed-income exposure. This fund aims to yield a high level of current income alongside potential capital appreciation through strategic investments in international fixed-income assets. Jason G. Greer, CFA, Senior Analyst at Dunham, articulated that the fund’s clarity in its investment mandate allows advisors to seek international fixed-income exposure without confusion or style drift. The consecutive accolades from Lipper reflect the efficacy of this straightforward investment approach.

The Dunham International Stock Fund (DNINX)

On the other hand, the Dunham International Stock Fund has also received accolades for its long-term performance in the International Large-Cap Value category. Managed by Arrowstreet Capital, LP, this fund seeks to maximize total returns through a blend of capital appreciation and dividend income by investing in international stocks. Its unconstrained investment strategy provides flexibility to pursue the most compelling global equity opportunities, aiming to enhance the investor’s international exposure.

Dykmans highlighted Arrowstreet’s differentiated approach as crucial, stating, “The ability to pursue the most compelling opportunities across foreign equity markets—objectively and unemotionally—has driven consistent long-term results.”

About the Dunham Funds

Dunham Funds offers a wide range of innovative mutual funds, spanning several asset classes tailored to accommodate diverse risk profiles. With a history of 40 years in institutional investment management, these funds leverage institutional-level sub-advisers—strategies that are typically out of reach for retail investors. An essential feature of Dunham's offering is its fulcrum-fee model, where sub-advisers are compensated based on performance, aligning their interests with investors directly.

For more information about their funds and investment strategies, interested parties can visit the Dunham website at https://dunham.com.

Conclusion

Overall, the recognition of Dunham & Associates at the LSEG Lipper Fund Awards reflects the firm's commitment to delivering consistent, risk-adjusted performance. As they continue to navigate the complexities of the financial landscape, their focus on both international fixed income and equities positions them as a noteworthy contender in the investment sector. The accolades not only validate their strategies but also reassure investors of their commitment to achieving excellence in fund management.