We use cookies to understand how you use our site and to improve your experience. This includes personalizing content and advertising. To learn more, click here. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms of Service.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
3 Mutual Funds From Dimensional Portfolio for Stable Returns
Read MoreHide Full Article
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 Dec 31, 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 Tax Managed U.S. Equity Portfolio fund aims for long-term capital growth while lowering federal income taxes on returns. It invests the majority of its assets in securities of domestic companies. The fund focuses on purchasing a diverse group of these securities. DTMEX has three-year annualized returns of 11.9%.
Jed S. Fogdall is one of the fund managers of DTMEX 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 three-year annualized returns of 15.1%.
As of the end of January 2021, DFSIX held 2,099 issues, with 4.93% of its assets invested in Apple Inc.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for long-term capital appreciation. The fund invests the majority of its net assets in a broad and diverse group of securities of U.S. companies based on its social issue screens. The fund managers put great emphasis on small capitalization, value and high-profitability companies. DFUEX has three-year annualized returns of 12.6%.
DFUEX has an expense ratio of 0.23% compared with the category average of 0.89%.
Image: Bigstock
3 Mutual Funds From Dimensional Portfolio for Stable Returns
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 Dec 31, 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 Tax Managed U.S. Equity Portfolio fund aims for long-term capital growth while lowering federal income taxes on returns. It invests the majority of its assets in securities of domestic companies. The fund focuses on purchasing a diverse group of these securities. DTMEX has three-year annualized returns of 11.9%.
Jed S. Fogdall is one of the fund managers of DTMEX 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 three-year annualized returns of 15.1%.
As of the end of January 2021, DFSIX held 2,099 issues, with 4.93% of its assets invested in Apple Inc.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for long-term capital appreciation. The fund invests the majority of its net assets in a broad and diverse group of securities of U.S. companies based on its social issue screens. The fund managers put great emphasis on small capitalization, value and high-profitability companies. DFUEX has three-year annualized returns of 12.6%.
DFUEX has an expense ratio of 0.23% compared with the category average of 0.89%.
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.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>