Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1200 employees, Dimensional Fund Advisor has 12 offices in eight different countries, including the United States. It invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets.
As of Dec 31, 2017, Dimensional Fund Advisor had nearly $577 billion of assets under management. 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, TX.
Below we share with you three top-ranked Dimensional Fund Advisor 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 returned 17% over the last one year.
Jed Fogdall is one of the fund managers of DFCVX since February 2012.
DFA Emerging Markets Social Core Portfolio DFESX invests a bulk of its assets in equity securities of companies based in the emerging markets, which are explained in the prospectus as Approved Markets securities. DFESX seeks growth of capital for the long run. DFA Emerging Markets Social Core Portfolio has one-year annualized returns of 28.3%.
As of December 2017, DFESX held 4112 issues, with 2.75% of its assets invested in Samsung Electronics Co Ltd.
DFA Tax-Managed US Small Cap DFTSX invests a huge chunk of its assets in equity securities of small-cap domestic companies. DFTSX seeks appreciation of capital for the long run as well as a reduction in the impact of federal income taxes on returns. DFA Tax-Managed US Small Cap returned 10.1% in one year.
DFTSX has an expense ratio of 0.52% compared with a category average of 1.19%.
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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