3 Best Dimensional Mutual Funds For Spectacular Returns

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 countries, including the United States.

It invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estate, and commodity markets. As of Jun 30, 2020, Dimensional Fund Advisor had nearly $514 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.

DFA U.S. Targeted Value Portfolio Class R1 (DFTVX - Free Report) 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 five-year annualized returns of 0.5%.

Jed S. Fogdall is one of the fund managers of DFTVX since 2012.

DFA U.S. Large Company Portfolio (DFUSX - Free Report) fund aims to approximate the total investment return of the S&P 500 Index. The fund manager generally selects stocks from the S&P 500 Index and may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices. DFUSX has five-year annualized returns of 11.4%.

As of the end of July 2020, DFUSX held 509 issues, with 6.4% of its assets invested in Apple Inc.

DFA International Sustainability Core 1 Portfolio (DFSPX - Free Report) fund invests a major portion of its net assets in equity securities. It may gain exposure to companies associated with the approved markets by purchasing the equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country. DFSPX has five-year annualized returns of 3.3%.

1 2
View single page >> |

Disclosure: Zacks.com contains statements and statistics that have been obtained from sources believed to be reliable but are not guaranteed as to accuracy or completeness. References to any specific ...

How did you like this article? Let us know so we can better customize your reading experience. Users' ratings are only visible to themselves.


Leave a comment to automatically be entered into our contest to win a free Echo Show.