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3 Dimensional Mutual Funds to Add to Your 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 1600, Dimensional Fund Advisor has 15 offices in nine countries, including the United States.
It invests in both domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Mar 31, 2024, Dimensional Fund Advisor had nearly $719 billion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded 42 years ago, this fund family is headquartered in Austin, TX.
DFA Global Equity allocates its net assets to an underlying fund that invests in equity securities of large, medium, or small-cap domestic and foreign companies. DGEIX also invests in emerging markets stocks, as well as real estate securities.
DFA Global Equity has three-year annualized returns of 6.1%. DGEIX has an expense ratio of 0.25%.
DFA US Large Company Portfolio invests the majority of its net assets in equity securities that are part of the S&P 500 Index in almost the same proportion that they are represented in the index. DFUSX also purchases and sells futures contracts and options on futures contracts for U.S. equity securities to adjust its exposure.
DFA US Large Company Portfolio has three-year annualized returns of 9.5%. As of January 2024, DFUSX held 504 issues, with 7.2% of its net assets invested in Microsoft Corp.
DFA US Vector Equity invests most of its net assets in a broad and diverse group of companies operating in the United States with high exposure in smaller-capitalization, lower relative price, and higher profitability companies. DFVEX advisors choose to invest in a weighted set of companies that are listed on the U.S. securities exchange.
DFA US Vector Equity has three-year annualized returns of 6%. John A. Hertzer has been one of the fund managers of DFVEX since 2022.
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3 Dimensional Mutual Funds to Add to 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 1600, Dimensional Fund Advisor has 15 offices in nine countries, including the United States.
It invests in both domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Mar 31, 2024, Dimensional Fund Advisor had nearly $719 billion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded 42 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three Dimensional mutual funds, viz, DFA Global Equity (DGEIX - Free Report) , DFA US Large Company Portfolio (DFUSX - Free Report) and DFA US Vector Equity (DFVEX - Free Report) . Each has 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 mutual funds.
DFA Global Equity allocates its net assets to an underlying fund that invests in equity securities of large, medium, or small-cap domestic and foreign companies. DGEIX also invests in emerging markets stocks, as well as real estate securities.
DFA Global Equity has three-year annualized returns of 6.1%. DGEIX has an expense ratio of 0.25%.
DFA US Large Company Portfolio invests the majority of its net assets in equity securities that are part of the S&P 500 Index in almost the same proportion that they are represented in the index. DFUSX also purchases and sells futures contracts and options on futures contracts for U.S. equity securities to adjust its exposure.
DFA US Large Company Portfolio has three-year annualized returns of 9.5%. As of January 2024, DFUSX held 504 issues, with 7.2% of its net assets invested in Microsoft Corp.
DFA US Vector Equity invests most of its net assets in a broad and diverse group of companies operating in the United States with high exposure in smaller-capitalization, lower relative price, and higher profitability companies. DFVEX advisors choose to invest in a weighted set of companies that are listed on the U.S. securities exchange.
DFA US Vector Equity has three-year annualized returns of 6%. John A. Hertzer has been one of the fund managers of DFVEX since 2022.
To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.
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