DFA Tax-Managed US Equity (DTMEX - Free Report) a Zacks Rank #1 (Strong Buy) invests in a broad and diverse group of the common stocks of companies traded on a principal U.S. exchange or on the over-the-counter market.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Value. Further, as of the last filing, APPLE INC, ALPHABET INC and MICROSOFT CORP were the top holdings for DTMEX.
The DFA Tax-Managed US Equity fund, managed by Dimensional, carries an expense ratio of 0.22%.
DTMEX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 12.68%, 3 year 8.23% and 5 year 14.56%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
DTMEX’s performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 11% over the past 3 years, and in the 16% over the past 5 years.
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