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4 Best-Ranked Dimensional Mutual Funds to Boost Your Returns
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Founded in 1985, Dimensional Fund Advisor has nearly $445 billion of assets under management as of September 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. Dimensional has clients all over the world and 12 offices in North America, Asia and Europe.
Dimensional offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. The Texas-based company has more than 1,000 employees globally. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
DFA Global Equity R2 generally allocates its assets in underlying funds that focus on investing in equity securities of U.S. and non-U.S. companies. DGERX seeks growth of capital for the long run. The fund maintains a diversified portfolio by allocating its assets in underlying funds that showcase different asset classes like emerging markets, large-cap and small-cap stocks. DFA Global Equity R2 fund has a one-year annualized return of 12.5%.
Jed Fogdall has been one of the fund managers of DGERX since 2012.
DFA Emerging Markets II (DFETX - Free Report) seeks capital growth for the long run. DFETX invests all its assets in its master fund, the Emerging Markets Series of its “Trust” also known as DFA Investment Trust Company. DFA Emerging Markets II fund has a one-year annualized return of 9%.
DFETX has an expense ratio of only 0.34% compared with the category average of 1.51%.
DFA Tax-Managed US Small Cap invests the bulk portion of its assets in equity securities of small-cap domestic companies. DFTSX seeks appreciation of capital for the long run as well as reducing impact of federal income taxes on returns. DFA Tax-Managed US Small Cap fund has a one-year annualized return of 24%.
As of October 2016, DFTSX held 1,742 issues, with 0.45% of its assets invested in Endurance Specialty Holdings Ltd.
DFA US Large Company (DFUSX - Free Report) seeks total investment return similar to that of the S&P 500 Index. DFUSX invests a minimum of 95% of its assets in securities of companies listed on the S&P 500 Index and tries to maintain a similar company weight. The fund may also invest in derivatives including futures contracts and options on futures contracts for adjustment of market exposure. DFA US Large Company fund has a one-year annualized return of 12.5%.
DFUSX has an expense ratio of only 0.08% compared with the category average of 1.04%.
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4 Best-Ranked Dimensional Mutual Funds to Boost Your Returns
Founded in 1985, Dimensional Fund Advisor has nearly $445 billion of assets under management as of September 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. Dimensional has clients all over the world and 12 offices in North America, Asia and Europe.
Dimensional offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. The Texas-based company has more than 1,000 employees globally. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
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 Global Equity R2 generally allocates its assets in underlying funds that focus on investing in equity securities of U.S. and non-U.S. companies. DGERX seeks growth of capital for the long run. The fund maintains a diversified portfolio by allocating its assets in underlying funds that showcase different asset classes like emerging markets, large-cap and small-cap stocks. DFA Global Equity R2 fund has a one-year annualized return of 12.5%.
Jed Fogdall has been one of the fund managers of DGERX since 2012.
DFA Emerging Markets II (DFETX - Free Report) seeks capital growth for the long run. DFETX invests all its assets in its master fund, the Emerging Markets Series of its “Trust” also known as DFA Investment Trust Company. DFA Emerging Markets II fund has a one-year annualized return of 9%.
DFETX has an expense ratio of only 0.34% compared with the category average of 1.51%.
DFA Tax-Managed US Small Cap invests the bulk portion of its assets in equity securities of small-cap domestic companies. DFTSX seeks appreciation of capital for the long run as well as reducing impact of federal income taxes on returns. DFA Tax-Managed US Small Cap fund has a one-year annualized return of 24%.
As of October 2016, DFTSX held 1,742 issues, with 0.45% of its assets invested in Endurance Specialty Holdings Ltd.
DFA US Large Company (DFUSX - Free Report) seeks total investment return similar to that of the S&P 500 Index. DFUSX invests a minimum of 95% of its assets in securities of companies listed on the S&P 500 Index and tries to maintain a similar company weight. The fund may also invest in derivatives including futures contracts and options on futures contracts for adjustment of market exposure. DFA US Large Company fund has a one-year annualized return of 12.5%.
DFUSX has an expense ratio of only 0.08% compared with the category average of 1.04%.
To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of Dimensional funds.
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