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3 Top-Ranked Dimensional Mutual Funds for Solid Returns
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Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions from various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,500 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Dec. 31, 2024, Dimensional Fund Advisor had nearly $777 billion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
DFA US Sustainability Core invests most of its net assets in a broad and diverse group of domestic companies, preferably with a small market cap, lower relative price and higher profitability. DFSIX advisors adjust the composition of the portfolio based on sustainability impact considerations.
DFA US Sustainability Core has three-year annualized returns of 12%. As of the end of October 2024, DFSIX held 1983 issues, with 6% of its net assets invested in NVIDIA.
DFA U.S. Social Core Equity Portfolio fund invests most of its net assets in a diversified equity portfolio of domestic companies irrespective of their market capitalization. DFUEX advisors generally invest in small-cap, high-profitability companies that are priced lower than their U.S. coverage universe.
DFA U.S. Social Core Equity 2 Portfolio fund has three-year annualized returns of 11.2%. DFUEX has an expense ratio of 0.22%.
DFA U.S. Targeted Value Portfolio fund invests most of its net assets in a well-diversified portfolio of readily marketable domestic small and mid-cap companies, which, according to its advisor, are value stocks with high profitability. DFFVX advisors also invest in futures and options contracts of U.S. equity securities and indices.
DFA U.S. Targeted Value Portfolio fund has a three-year annualized return of 7.3%. Marc C. Leblond has been one of the fund managers of DFFVX since February 2020.
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3 Top-Ranked Dimensional Mutual Funds for Solid Returns
Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions from various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,500 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Dec. 31, 2024, Dimensional Fund Advisor had nearly $777 billion in assets under management. Over the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three Dimensional mutual funds, viz., DFA US Sustainability Core (DFSIX - Free Report) , DFA U.S. Social Core Equity Portfolio (DFUEX - Free Report) and DFA U.S. Targeted Value Portfolio (DFFVX - Free Report) . Each has 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 mutual funds.
DFA US Sustainability Core invests most of its net assets in a broad and diverse group of domestic companies, preferably with a small market cap, lower relative price and higher profitability. DFSIX advisors adjust the composition of the portfolio based on sustainability impact considerations.
DFA US Sustainability Core has three-year annualized returns of 12%. As of the end of October 2024, DFSIX held 1983 issues, with 6% of its net assets invested in NVIDIA.
DFA U.S. Social Core Equity Portfolio fund invests most of its net assets in a diversified equity portfolio of domestic companies irrespective of their market capitalization. DFUEX advisors generally invest in small-cap, high-profitability companies that are priced lower than their U.S. coverage universe.
DFA U.S. Social Core Equity 2 Portfolio fund has three-year annualized returns of 11.2%. DFUEX has an expense ratio of 0.22%.
DFA U.S. Targeted Value Portfolio fund invests most of its net assets in a well-diversified portfolio of readily marketable domestic small and mid-cap companies, which, according to its advisor, are value stocks with high profitability. DFFVX advisors also invest in futures and options contracts of U.S. equity securities and indices.
DFA U.S. Targeted Value Portfolio fund has a three-year annualized return of 7.3%. Marc C. Leblond has been one of the fund managers of DFFVX since February 2020.
To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.
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