DFA US Targeted Value I (DFFVX - Free Report) a Zacks Ranked #1 (Strong Buy) was incepted in February 2000 and is managed by Dimensional Fund Advisors Inc. DFFVX seeks long-term capital appreciation. DFFVX invests in securities of US companies whose size (market capitalization) falls between the smallest 2.5% and 12.5% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System. DFFVX invests in value stocks and securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value.
This All Cap Value fund, as of the last filing, allocates their fund in two major groups; Small Value and Large Value. Further, as of the last filing, Omnicare Inc, Legg Mason Inc and Nasdaq OMX Group, Inc were the top holdings for DFFVX.
The DFA US Targeted Value I, managed by Dimensional , carries an expense ratio of 0.37. Moreover, DFFVX requires a minimal initial investment of $0.
DFFVX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 5.57%, 3 year 17.91%, and 5 year 12.74%. To see how this fund performed compared in its category, please click here.
DFFVX’s performance, as of the last filing, when compared to funds in its category was in the top 75% in 1 year, top 10% over the past 3 years, and in the 47% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report >>