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4 Top-Ranked Dimensional Mutual Funds to Buy in March
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Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional prides itself in having more than 1,000 investment professionals across 12 offices in North America, Asia and Europe.
Dimensional had nearly $460 billion of assets under management as of December 31, 2016. For the past three decades, the company has been providing investment management strategies to its clients. This Texas-based company invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
DFA Tax Managed U.S. Targeted Value seeks appreciation of capital and aims to minimize federal taxes charged on returns. DTMVX normally invests more than 80% of its assets in securities of domestic mid and small-cap companies. DFA Tax Managed U.S. Targeted Valuereturned 28% in the last one year.
As of January 2017, DTMVX held 1,453 issues with 0.76% of its assets invested in Zions Bancorp.
DFA International Value III (DFVIX - Free Report) is a Feeder Portfolio that invests all its assets in the corresponding master fund (DFA International Value Series Fund). DFVIX seeks appreciation of capital for the long run. The fund invests heavily in securities of large-cap foreign companies, which are considered to be value stocks. DFA International Value III returned 20.8% in the last one year.
DFVIX has an expense ratio of 0.24% compared with a category average of 1.21%.
DFA Emerging Markets Value R2 seeks appreciation of capital for the long run. DFEPX is a Feeder Portfolio that invests its assets in the corresponding master fund (Dimensional Emerging Markets Value Fund). DFEPX invests heavily in emerging market securities that are considered to be Approved Markets securities. DFA Emerging Markets Value R2 returned 31% in the last one year.
Jed S. Fogdall has been one of the fund managers of DFEPX since 2010.
DFA US Large Cap Value III (DFUVX - Free Report) invests nearly all of its assets in its master fund, the U.S. Large Cap Value Series, which in turn allocates most of its assets in securities of domestic large-cap companies that are believed to be undervalued. DFUVX seeks growth of capital for the long run. DFA US Large Cap Value III returned 28.8% in the last one year.
DFUVX has an expense ratio of 0.13% compared with a category average of 1.09%.
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4 Top-Ranked Dimensional Mutual Funds to Buy in March
Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional prides itself in having more than 1,000 investment professionals across 12 offices in North America, Asia and Europe.
Dimensional had nearly $460 billion of assets under management as of December 31, 2016. For the past three decades, the company has been providing investment management strategies to its clients. This Texas-based company invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
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 Tax Managed U.S. Targeted Value seeks appreciation of capital and aims to minimize federal taxes charged on returns. DTMVX normally invests more than 80% of its assets in securities of domestic mid and small-cap companies. DFA Tax Managed U.S. Targeted Valuereturned 28% in the last one year.
As of January 2017, DTMVX held 1,453 issues with 0.76% of its assets invested in Zions Bancorp.
DFA International Value III (DFVIX - Free Report) is a Feeder Portfolio that invests all its assets in the corresponding master fund (DFA International Value Series Fund). DFVIX seeks appreciation of capital for the long run. The fund invests heavily in securities of large-cap foreign companies, which are considered to be value stocks. DFA International Value III returned 20.8% in the last one year.
DFVIX has an expense ratio of 0.24% compared with a category average of 1.21%.
DFA Emerging Markets Value R2 seeks appreciation of capital for the long run. DFEPX is a Feeder Portfolio that invests its assets in the corresponding master fund (Dimensional Emerging Markets Value Fund). DFEPX invests heavily in emerging market securities that are considered to be Approved Markets securities. DFA Emerging Markets Value R2 returned 31% in the last one year.
Jed S. Fogdall has been one of the fund managers of DFEPX since 2010.
DFA US Large Cap Value III (DFUVX - Free Report) invests nearly all of its assets in its master fund, the U.S. Large Cap Value Series, which in turn allocates most of its assets in securities of domestic large-cap companies that are believed to be undervalued. DFUVX seeks growth of capital for the long run. DFA US Large Cap Value III returned 28.8% in the last one year.
DFUVX has an expense ratio of 0.13% compared with a category average of 1.09%.
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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