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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. It boasts more than 1,400 investment professionals in 13 offices across nine countries in North America, Asia and Europe.
Dimensional had nearly $586 billion of assets under management as of Jun 30, 2019. For the past three decades, the company has been providing investment management strategies to its clients. This Texas-based firm invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets.
DFA Global Real Estate Securities Portfolio (DFGEX - Free Report) fund aims for capital growth over a long period. The fund invests the majority of its assets in the securities of real estate companies. These companies may be based in the United States or abroad. DFGEX has returned 22.1% on a year-to-date basis.
DFGEX has an expense ratio of 0.24% compared with the category average of 1.28%.
DFA U.S. Targeted Value Portfolio Class R2 fund seeks long-term capital growth. The fund invests the majority of its assets in securities of U.S. mid- and small-capitalization companies. The fund invests in value stocks that have the potential for higher profitability. DFTPX has returned 5.4% on a year-to-date basis.
Jed S. Fogdall is one of the fund managers of DFTPX since 2012.
DFA Tax Managed U.S. Small Cap Portfolio fund aims for capital appreciation over a long period. The fund invests the majority of its assets it securities of small-capitalization U.S. companies. These are usually from a diverse group of easily marketable securities. DFTSX has returned 8.8% on a year-to-date basis.
As of Jul 2019, DFTSX held 1957 issues, with 0.51% of its assets invested in Fair Isaac Corp.
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3 Top Dimensional Funds to Buy
Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. It boasts more than 1,400 investment professionals in 13 offices across nine countries in North America, Asia and Europe.
Dimensional had nearly $586 billion of assets under management as of Jun 30, 2019. For the past three decades, the company has been providing investment management strategies to its clients. This Texas-based firm invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets.
Below we share with you three top-ranked 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 funds.
DFA Global Real Estate Securities Portfolio (DFGEX - Free Report) fund aims for capital growth over a long period. The fund invests the majority of its assets in the securities of real estate companies. These companies may be based in the United States or abroad. DFGEX has returned 22.1% on a year-to-date basis.
DFGEX has an expense ratio of 0.24% compared with the category average of 1.28%.
DFA U.S. Targeted Value Portfolio Class R2 fund seeks long-term capital growth. The fund invests the majority of its assets in securities of U.S. mid- and small-capitalization companies. The fund invests in value stocks that have the potential for higher profitability. DFTPX has returned 5.4% on a year-to-date basis.
Jed S. Fogdall is one of the fund managers of DFTPX since 2012.
DFA Tax Managed U.S. Small Cap Portfolio fund aims for capital appreciation over a long period. The fund invests the majority of its assets it securities of small-capitalization U.S. companies. These are usually from a diverse group of easily marketable securities. DFTSX has returned 8.8% on a year-to-date basis.
As of Jul 2019, DFTSX held 1957 issues, with 0.51% of its assets invested in Fair Isaac Corp.
To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of funds.
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