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3 Best Mutual Funds From the Dimensional Portfolio
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Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1400, Dimensional Fund Advisor has 13 offices in nine countries, including the United States.
It invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets. As of Sep 29, 2020, Dimensional Fund Advisor had nearly $601 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 39 years ago, this fund family is headquartered in Austin, TX.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks the appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that its advisor identifies as high-profitability value stocks. DFTVX has five-year annualized returns of 8%.
Jed S. Fogdall is one of the fund managers of DFTVX since 2012.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund aims for long-term capital appreciation. The fund invests in a broad and diverse group of securities of U.S. companies and the managers put great emphasis on small capitalization, value and high-profitability companies based on the sustainability impact. DFSIX fund has five-year annualized returns of 13.1%.
As of the end of November 2020, DFSIX held 2,054 issues, with 4.73% of its assets invested in Apple Inc.
DFA U.S. Large Company Portfolio (DFUSX - Free Report) fund aims to approximate the total investment return of the S&P 500 Index. The fund manager generally selects stocks from the S&P 500 Index and may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices. DFUSX has five-year annualized returns of 13.9%.
DFUSX has an expense ratio of 0.08% compared with the category average of 0.90%.
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3 Best Mutual Funds From the Dimensional Portfolio
Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1400, Dimensional Fund Advisor has 13 offices in nine countries, including the United States.
It invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets. As of Sep 29, 2020, Dimensional Fund Advisor had nearly $601 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 39 years ago, this fund family is headquartered in Austin, TX.
Below we share with you three top-ranked Dimensional Fund Advisor 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 funds.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks the appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that its advisor identifies as high-profitability value stocks. DFTVX has five-year annualized returns of 8%.
Jed S. Fogdall is one of the fund managers of DFTVX since 2012.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund aims for long-term capital appreciation. The fund invests in a broad and diverse group of securities of U.S. companies and the managers put great emphasis on small capitalization, value and high-profitability companies based on the sustainability impact. DFSIX fund has five-year annualized returns of 13.1%.
As of the end of November 2020, DFSIX held 2,054 issues, with 4.73% of its assets invested in Apple Inc.
DFA U.S. Large Company Portfolio (DFUSX - Free Report) fund aims to approximate the total investment return of the S&P 500 Index. The fund manager generally selects stocks from the S&P 500 Index and may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices. DFUSX has five-year annualized returns of 13.9%.
DFUSX has an expense ratio of 0.08% compared with the category average of 0.90%.
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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