DFA US Large Company I (DFUSX - Free Report) a Zacks Rank #1 (Strong Buy) was incepted in September 1999 and is managed by Dimensional Fund Advisors Inc. DFUSX is designed to approximate the investment performance of the S&P 500 Index, both in terms of the price of the fund's shares and its total investment return. DFUSX intends to invest in all of the stocks that comprise the S&P 500 Index in approximately the same proportions as they are represented in the Index. Generally, these are the US stocks with the largest market capitalizations and, as a group, they represent approximately 80% of the total market capitalization of all publicly traded US stocks.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, Apple Inc, Alphabet Inc and Microsoft Corp were the top holdings for DFUSX.
DFA US Large Company I, managed by Dimensional, carries an expense ratio of 0.08%. Moreover, DFUSX requires a minimal initial investment of $0.
DFUSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 11.19% and 5 year 10.95%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DFUSX’s performance, as of the last filing, when compared to funds in its category was in the top 9% in 1 year, top 17% over the past 3 years, and in the 9% over the past 5 years.
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