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4 Strong Buy Dimensional Mutual Funds for Solid Returns
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Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional has clients all over the world and 12 offices in North America, Asia and Europe. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
Dimensional had nearly $445 billion of assets under management as of September 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. It was founded in 1981 and is headquartered in Austin, Texas.
DFA US Large Cap Value II invests a large portion of its assets in securities of large-cap U.S. companies. DFCVX invests all of its assets in its master fund –– The U.S. Large Cap Value of The DFA Investment Trust Company. The fund seeks capital appreciation for the long run. DFA US Large Cap Value II has year-to-date and five-year annualized returns of 8.1% and 14.8%, respectively.
Jed Fogdall is one of the fund managers of DFCVX since Feb 2012.
DFA Emerging Markets Social Core Portfolio (DFESX - Free Report) seeks capital appreciation for the long run. DFESX invests the bulk of its assets in common stocks of companies located in emerging markets. These equity securities are defined as Approved Markets securities.DFA Emerging Markets Social Core Portfolio has year-to-date and five-year annualized returns of 19.8% and 2%, respectively.
DFESX has an expense ratio of 0.65% compared with the category average of 1.50%.
DFA US Social Core Equity 2 Portfolio (DFUEX - Free Report) invests the majority of its assets in equity securities of domestic companies, with more emphasis on value and small-cap companies. DFUEX seeks capital growth for the long run. DFA US Social Core Equity 2 Portfolio has year-to-date and five-year annualized returns of 7.4% and 12.5%, respectively.
As of August 2016, DFUEX held 2,376 issues, with 2.27% of its assets invested in Apple Inc.
DFA Tax-Managed US Marketwide Value II seeks long-term growth of capital. DFMVX invests 100% of its assets in its Master Fund, The Tax-Managed U.S. Marketwide Value Series. The master fund is expected to invest the lion’s share of its assets in companies located in the U.S. DFA Tax-Managed US Marketwide Value II has year-to-date and five-year annualized returns of 6.6% and 14.7%, respectively.
DFMVX has an expense ratio of 0.22% compared with the category average of 1.15%.
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4 Strong Buy Dimensional Mutual Funds for Solid Returns
Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional has clients all over the world and 12 offices in North America, Asia and Europe. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
Dimensional had nearly $445 billion of assets under management as of September 30, 2016. For the past three decades, the company has been providing investment management strategies to its clients. It was founded in 1981 and is headquartered in Austin, Texas.
Below we share with you four top-rated Dimensional 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 Dimensional funds.
DFA US Large Cap Value II invests a large portion of its assets in securities of large-cap U.S. companies. DFCVX invests all of its assets in its master fund –– The U.S. Large Cap Value of The DFA Investment Trust Company. The fund seeks capital appreciation for the long run. DFA US Large Cap Value II has year-to-date and five-year annualized returns of 8.1% and 14.8%, respectively.
Jed Fogdall is one of the fund managers of DFCVX since Feb 2012.
DFA Emerging Markets Social Core Portfolio (DFESX - Free Report) seeks capital appreciation for the long run. DFESX invests the bulk of its assets in common stocks of companies located in emerging markets. These equity securities are defined as Approved Markets securities.DFA Emerging Markets Social Core Portfolio has year-to-date and five-year annualized returns of 19.8% and 2%, respectively.
DFESX has an expense ratio of 0.65% compared with the category average of 1.50%.
DFA US Social Core Equity 2 Portfolio (DFUEX - Free Report) invests the majority of its assets in equity securities of domestic companies, with more emphasis on value and small-cap companies. DFUEX seeks capital growth for the long run. DFA US Social Core Equity 2 Portfolio has year-to-date and five-year annualized returns of 7.4% and 12.5%, respectively.
As of August 2016, DFUEX held 2,376 issues, with 2.27% of its assets invested in Apple Inc.
DFA Tax-Managed US Marketwide Value II seeks long-term growth of capital. DFMVX invests 100% of its assets in its Master Fund, The Tax-Managed U.S. Marketwide Value Series. The master fund is expected to invest the lion’s share of its assets in companies located in the U.S. DFA Tax-Managed US Marketwide Value II has year-to-date and five-year annualized returns of 6.6% and 14.7%, respectively.
DFMVX has an expense ratio of 0.22% compared with the category average of 1.15%.
To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of Dimensional funds.
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