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4 Best Dimensional Mutual Funds to Invest in Today
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Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. It boasts more than 1,300 investment professionals across 13 offices across nine countries in North America, Asia and Europe.
Dimensional had nearly $517 billion of assets under management as of Dec 31, 2018. For the past three decades, the company has been providing investment management strategies to clients. This Texas-based firm invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets.
DFA International Large Cap Growth Portfolio (DILRX - Free Report) fund aims to achieve long-term capital appreciation. The fund’s advisor purchases securities of large foreign companies in countries that have developed markets which the advisor must deem of high profitability and valuation ratios against other foreign companies at the time of buying the securities. DILRX has three and five-year annualized returns of 7.8% and 3.4% respectively.
Jed S. Fogdall has been one of the fund managers of DILRX since 2012.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund seeks long-term capital growth. The fund’s portfolio invests in a broad and diverse group of securities of American companies with more emphasis on small capitalization, value, and high profitability companies against their representation in the U.S. Universe, while adjusting the composition of the portfolio based on sustainability impact considerations. DFSIX has three and five-year annualized returns of 15% and 10.6% respectively.
DFSIX has an expense ratio of 0.25% compared with the category average of 0.94%.
DFA Tax Managed U.S. Equity Portfolio fund aims for capital growth. The fund uses a market capitalization weighted approach and buys readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The fund primarily invests inequity securities of companies engaged in the real estate industry. DTMEX has three and five-year annualized returns of 14.8% and 11.2% respectively.
As of March 2019, DTMEX held 2151 issues, with 3.35% of its assets invested in Apple Inc.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for capital growth over the long-term. The fund invests a majority of its net assets in equity securities of U.S. companies. The fund’s portfolio buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value, and high profitability companies as compared to their representation in the U.S. Universe. DFUEX has three and five-year annualized returns of 13.7% and 9% respectively.
DFUEX has an expense ratio of 0.28% compared with the category average of 0.94%.
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4 Best Dimensional Mutual Funds to Invest in Today
Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. It boasts more than 1,300 investment professionals across 13 offices across nine countries in North America, Asia and Europe.
Dimensional had nearly $517 billion of assets under management as of Dec 31, 2018. For the past three decades, the company has been providing investment management strategies to clients. This Texas-based firm 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-ranked Dimensional mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform peers in the future. Investors can click here to see the complete list of funds.
DFA International Large Cap Growth Portfolio (DILRX - Free Report) fund aims to achieve long-term capital appreciation. The fund’s advisor purchases securities of large foreign companies in countries that have developed markets which the advisor must deem of high profitability and valuation ratios against other foreign companies at the time of buying the securities. DILRX has three and five-year annualized returns of 7.8% and 3.4% respectively.
Jed S. Fogdall has been one of the fund managers of DILRX since 2012.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund seeks long-term capital growth. The fund’s portfolio invests in a broad and diverse group of securities of American companies with more emphasis on small capitalization, value, and high profitability companies against their representation in the U.S. Universe, while adjusting the composition of the portfolio based on sustainability impact considerations. DFSIX has three and five-year annualized returns of 15% and 10.6% respectively.
DFSIX has an expense ratio of 0.25% compared with the category average of 0.94%.
DFA Tax Managed U.S. Equity Portfolio fund aims for capital growth. The fund uses a market capitalization weighted approach and buys readily marketable equity securities of companies whose principal activities include ownership, management, development, construction, or sale of residential, commercial or industrial real estate. The fund primarily invests inequity securities of companies engaged in the real estate industry. DTMEX has three and five-year annualized returns of 14.8% and 11.2% respectively.
As of March 2019, DTMEX held 2151 issues, with 3.35% of its assets invested in Apple Inc.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for capital growth over the long-term. The fund invests a majority of its net assets in equity securities of U.S. companies. The fund’s portfolio buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value, and high profitability companies as compared to their representation in the U.S. Universe. DFUEX has three and five-year annualized returns of 13.7% and 9% respectively.
DFUEX has an expense ratio of 0.28% compared with the category average of 0.94%.
To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of funds.
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