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Dimensional Fund Advisor has nearly $415 billion of assets under management as of June 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. Dimensional offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors.
Dimensional has clients all over the world and 12 offices in North America, Asia and Europe. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets. It was founded in 1981 and is headquartered in Austin, Texas.
DFA Tax-Managed US Marketwide Value seeks growth of capital for the long run. DTMMX generally invests in securities of domestic companies which are expected to be value stocks. The fund uses a market capitalization weighted approach while investing in a diverse and wide range of securities. DFA Tax-Managed US Marketwide Value has year-to-date, three-year and five-year annualized returns of 7.5%, 9.4% and 15.3%, respectively.
DTMMX has an expense ratio of 0.37% as compared with the category average of 1.11%.
DFA US Large Cap Value III (DFUVX - Free Report) invests a majority of its assets in securities of large cap companies. DFUVX seeks appreciation of capital for the long run. DFA US Large Cap Value III has year-to-date, three-year and five-year annualized returns of 9.3%, 9.7% and 15.5%, respectively.
As of June 2016, DFUVX held 311 issues, with 4.32% of its assets invested in AT&T Inc.
DFA Tax-Managed US Equity seeks capital growth for the long run and reduces federal income taxes on total returns. DTMEX primarily invests a bulk of its assets in securities of domestic companies. DFA Tax-Managed US Equity has year-to-date, three-year and five-year annualized returns of 8.4%, 11.1% and 14.8%, respectively.
DTMEXhas an expense ratio of 0.22% as compared with the category average of 1.03%.
DFA Global Allocation 60/40 R2 normally allocates its assets to those underlying funds which invest in fixed income and equity securities. DFPRX seeks growth of income and capital by investing both in domestic and global underlying funds. The fund invests its assets in underlying funds by allocating nearly 40–80% of its assets in equity underlying funds and about 20–60% of its assets in fixed income underlying funds.DFA Global Allocation 60/40 R2has year-to-date, three-year and five-year annualized returns of 7%, 4.8% and 7.3%, respectively.
Jed Fogdall is one of the fund managers of DFPRX since Feb 2012.
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4 Top-Rated Dimensional Mutual Funds to Invest In
Dimensional Fund Advisor has nearly $415 billion of assets under management as of June 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. Dimensional offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors.
Dimensional has clients all over the world and 12 offices in North America, Asia and Europe. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets. It was founded in 1981 and is headquartered in Austin, Texas.
Below we share with you four top-rated Dimensional mutual funds. Each has earned a Zacks Mutual Fund Rank #1(Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of Dimensional funds.
DFA Tax-Managed US Marketwide Value seeks growth of capital for the long run. DTMMX generally invests in securities of domestic companies which are expected to be value stocks. The fund uses a market capitalization weighted approach while investing in a diverse and wide range of securities. DFA Tax-Managed US Marketwide Value has year-to-date, three-year and five-year annualized returns of 7.5%, 9.4% and 15.3%, respectively.
DTMMX has an expense ratio of 0.37% as compared with the category average of 1.11%.
DFA US Large Cap Value III (DFUVX - Free Report) invests a majority of its assets in securities of large cap companies. DFUVX seeks appreciation of capital for the long run. DFA US Large Cap Value III has year-to-date, three-year and five-year annualized returns of 9.3%, 9.7% and 15.5%, respectively.
As of June 2016, DFUVX held 311 issues, with 4.32% of its assets invested in AT&T Inc.
DFA Tax-Managed US Equity seeks capital growth for the long run and reduces federal income taxes on total returns. DTMEX primarily invests a bulk of its assets in securities of domestic companies. DFA Tax-Managed US Equity has year-to-date, three-year and five-year annualized returns of 8.4%, 11.1% and 14.8%, respectively.
DTMEXhas an expense ratio of 0.22% as compared with the category average of 1.03%.
DFA Global Allocation 60/40 R2 normally allocates its assets to those underlying funds which invest in fixed income and equity securities. DFPRX seeks growth of income and capital by investing both in domestic and global underlying funds. The fund invests its assets in underlying funds by allocating nearly 40–80% of its assets in equity underlying funds and about 20–60% of its assets in fixed income underlying funds.DFA Global Allocation 60/40 R2has year-to-date, three-year and five-year annualized returns of 7%, 4.8% and 7.3%, respectively.
Jed Fogdall is one of the fund managers of DFPRX since Feb 2012.
To view the Zacks Rank and past performance of all Prudential Investments mutual funds, investors can click here to see the complete list of Dimensional funds.
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