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Consider These 3 Mutual Funds From the Dimensional Portfolio
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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 across several countries, including the United States.
Dimensional Fund Advisor invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets. As of Jun 30, 2021, it had nearly $660 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 39 years ago, this fund family is headquartered in Austin, TX.
DFA Tax-Managed U.S. Marketwide Value Portfolio II seeks to provide long-term capital appreciation. The Tax-Managed Value Portfolio achieves its objective by investing a significant part of its assets in the Tax-Managed U.S. Marketwide Value Series of DFA Investment Trust Company. The fund invests the majority of its assets in securities of American companies. DFMVX has three-year annualized returns of 10.2%.
Jed S. Fogdall is one of the fund managers of DFMVX since 2012.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks the 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 its advisor identifies as high-profitability value stocks. DFTVX has three-year annualized returns of 10%.
DFTVX has an expense ratio of 0.43% compared with the category average of 1.16%.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund aims for long-term capital appreciation. The fund invests in a broad and diverse group of securities of U.S. companies and the managers put great emphasis on small capitalization, value and high-profitability companies based on the sustainability impact. DFSIX fund has three-year annualized returns of 18.6%.
As of the end of June 2021, DFSIX held 2,115 issues, with 5.25% of its assets invested in Apple Inc.
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Consider These 3 Mutual Funds From the Dimensional 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 across several countries, including the United States.
Dimensional Fund Advisor invests in both domestic and foreign equities, fixed income securities, retirement income funds, real estates and commodity markets. As of Jun 30, 2021, it had nearly $660 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 39 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 Tax-Managed U.S. Marketwide Value Portfolio II seeks to provide long-term capital appreciation. The Tax-Managed Value Portfolio achieves its objective by investing a significant part of its assets in the Tax-Managed U.S. Marketwide Value Series of DFA Investment Trust Company. The fund invests the majority of its assets in securities of American companies. DFMVX has three-year annualized returns of 10.2%.
Jed S. Fogdall is one of the fund managers of DFMVX since 2012.
DFA U.S. Targeted Value Portfolio Class R1 fund seeks the 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 its advisor identifies as high-profitability value stocks. DFTVX has three-year annualized returns of 10%.
DFTVX has an expense ratio of 0.43% compared with the category average of 1.16%.
DFA U.S. Sustainability Core 1 Portfolio (DFSIX - Free Report) fund aims for long-term capital appreciation. The fund invests in a broad and diverse group of securities of U.S. companies and the managers put great emphasis on small capitalization, value and high-profitability companies based on the sustainability impact. DFSIX fund has three-year annualized returns of 18.6%.
As of the end of June 2021, DFSIX held 2,115 issues, with 5.25% of its assets invested in Apple Inc.
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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