DFA US Targeted Value I (DFFVX - Free Report) a Zacks Rank #2 (Buy) seeks long-term capital appreciation. The fund invests in securities of US companies whose size (market capitalization) falls between the smallest 2.5% and 12.5% of the market universe.
This All Cap Value fund, as of the last filing, allocates their fund in three major groups; Small Value, Large Value and High Yield Bond. Further, as of the last filing, FIRST SOLAR INC, AIRGAS INC and HELMERICH & PAYNE INC were the top holdings for DFFVX.
The DFA US Targeted Value I fund, managed by Dimensional, carries an expense ratio of 0.37%.
DFFVX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 8.81% and 5 year 8.08%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DFFVX’s performance, as of the last filing, when compared to funds in its category was in the top 31% in 1 year, top 26% over the past 3 years, and in the 21% over the past 5 years.
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