Back to top
more

Dfa U.s. Social Core Equity 2 Portfolio: (MF: DFUEX)

(NASDAQ Mutual Funds) As of Jun 8, 2023 08:00 PM ET

$21.33 USD

+0.03 (0.14%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2023

Total Return %* Percentile Rank Objective
YTD 7.04 48
3 months -1.45 59
6 months 6.87 48
1 Year 1.95 31
3 Year 15.80 19
5 Year 8.95 47
10 Year 10.33 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) 689.54

Load Adjusted Returns as of Apr 30, 2023

1 Year -6.45
5 Year 8.98
10 Year 10.36
Since Inception 0.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 6.94 NA NA NA
2022 -6.21 -16.22 -4.38 9.20
2021 10.38 6.47 -0.45 9.33
2020 -26.40 23.05 7.62 18.74
2019 13.99 3.97 0.79 8.96
2018 -1.04 3.68 5.43 -16.81

Annual Return

20232022202120202019201820172016201520142013
% Total Return 7.04-17.9627.9115.7330.17-10.0218.9417.74-4.647.9937.08
% Total Return Rel to Index -2.110.24-0.76-2.66-1.31-5.63-2.845.80-6.03-5.644.69
% Total Return Rel to Peer 0.061.735.85-4.181.74-3.16-1.739.92-3.04-0.206.37
% Perf Quintile vs Peer* 3.003.002.003.003.004.004.001.004.004.001.00
% Dividends 0.060.270.240.230.250.200.240.200.190.180.15
% Yield 1.201.280.891.111.321.331.401.401.521.301.12
Capital Gains ($) 0.000.620.920.000.380.240.180.130.220.250.23
Expense Ratio 0.000.210.230.280.290.280.280.280.290.280.22

* 1 = Top 20%, 5 = Bottom 20%