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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 1400, Dimensional Fund Advisor has 13 offices in nine 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 Sep 30, 2019, Dimensional Fund Advisor had nearly $579 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 37 years ago, this fund family is headquartered in Austin, TX.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that the fund’s advisor identifies as high-profitability value stocks. DFTVX has three-year annualized returns of 6.9%.
Jed S. Fogdall is one of the fund managers of DFTVX since 2012.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for capital growth over the long term. The fund invests the majority of its net assets in equity securities of U.S. companies. It buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value and high-profitability companies as compared to their representation in the U.S. Universe. DFUEX fund has three-year annualized returns of 12.9%.
As of September 2019, DFUEX held 2,354 issues, with 3.83% of its assets invested in Apple Inc.
DFA International Large Cap Growth Portfolio (DILRX - Free Report) fund aims to achieve long-term capital appreciation. The fund’s advisor purchases securities of large foreign companies in countries that have developed markets, which the advisor must deem of high profitability and valuation ratios against other foreign companies at the time of buying the securities. DILRX has three-year annualized returns of 9.7%.
DILRX has an expense ratio of 0.30% compared with the category average of 1.14%.
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3 Top Dimensional Mutual Funds for Your Portfolio
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 1400, Dimensional Fund Advisor has 13 offices in nine 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 Sep 30, 2019, Dimensional Fund Advisor had nearly $579 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 37 years ago, this fund family 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 funds.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that the fund’s advisor identifies as high-profitability value stocks. DFTVX has three-year annualized returns of 6.9%.
Jed S. Fogdall is one of the fund managers of DFTVX since 2012.
DFA U.S. Social Core Equity 2 Portfolio (DFUEX - Free Report) fund aims for capital growth over the long term. The fund invests the majority of its net assets in equity securities of U.S. companies. It buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value and high-profitability companies as compared to their representation in the U.S. Universe. DFUEX fund has three-year annualized returns of 12.9%.
As of September 2019, DFUEX held 2,354 issues, with 3.83% of its assets invested in Apple Inc.
DFA International Large Cap Growth Portfolio (DILRX - Free Report) fund aims to achieve long-term capital appreciation. The fund’s advisor purchases securities of large foreign companies in countries that have developed markets, which the advisor must deem of high profitability and valuation ratios against other foreign companies at the time of buying the securities. DILRX has three-year annualized returns of 9.7%.
DILRX has an expense ratio of 0.30% compared with the category average of 1.14%.
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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