3 Top Performing Dimensional Mutual Funds Worth Investing In
Dimensional Fund Advisor offers investment solutions of different asset classes to institutional and individual investors, investment consultants and financial advisers. With a workforce of over 1,400, Dimensional Fund Advisor has 13 offices in nine countries, including the United States.
It invests in domestic and foreign stocks, fixed income securities, retirement income funds, and real estate and commodity markets. As of June 30, 2021, Dimensional Fund Advisor had nearly $ 660 billion in assets under management. Over the past three decades, the company has provided investment management strategies to its clients. Founded 39 years ago, this family of funds is headquartered in Austin, Texas.
Below, we share with you three top-ranked Dimensional Fund Advisor mutual funds. Each has achieved a Zacks # 1 (strong buy) or 2 (buy) mutual fund rank and are expected to outperform their peers in the future. Investors can click here to view the full list of funds.
Portfolio of large American companies DFA The DFUSX fund aims to approximate the total return on investments of the S&P 500 Index. The fund manager typically selects stocks from the S&P 500 Index and may buy or sell futures and options on futures contracts. for US stocks and indices. DFUSX is a Zacks # 1 mutual fund and has three-year annualized returns of 18%.
Jed S. Fogdall has been one of DFUSX’s fund managers since 2012.
DFA Tax-Managed US Marketwide Value Portfolio II DFMVX seeks to provide long-term capital appreciation. The Tax Managed Value Portfolio achieves its objective by investing a significant portion of its assets in the US Tax Managed Value Series of DFA Investment Trust Company. The fund invests the majority of its assets in securities of US companies. DFMVX is ranked # 1 among Zacks mutual funds and has three-year annualized returns of 10.4%.
At the end of July 2021, DFMVX held 1,067 issues, with 4.22% of its assets invested in JPMorgan Chase & Co.
DFA International Sustainability Core 1 Portfolio The DFSPX fund invests a significant portion of its net assets in equity securities. It invests in associated companies in developed countries by purchasing equity securities in the form of certificates of deposit, which may be listed or traded outside the issuer’s country of domicile. DFSPX holds a Zacks # 1 mutual fund ranking and has three-year annualized returns of 10.7%.
DFSPX has an expense ratio of 0.26% compared to the category average of 0.92%.
To view the Zacks Rankings and past performance of all Dimensional Investments mutual funds, investors can click here to view the full fund list.
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