Founded in 1981, Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. It boasts more than 1,400 investment professionals across 13 offices across nine countries in North America, Asia and Europe.
Dimensional had nearly $586 billion of assets under management as of Jun 30, 2019. For the past three decades, the company has been providing investment management strategies to clients. This Texas-based firm invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets.
Below we share with you four top-ranked Dimensional 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 International Large Cap Growth Portfolio DILRX fund aims for 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 and five-year annualized returns of 8.7% and 3.2%, respectively.
Jed S. Fogdall has been one of the fund managers of DILRX since 2012.
DFA U.S. Sustainability Core 1 Portfolio DFSIX fund seeks long-term capital growth. The fund’s portfolio invests in a broad and diverse group of securities of American companies with more emphasis on small capitalization, value and high profitability companies against their representation in the U.S. Universe, while adjusting the portfolio’s composition based on sustainability impact considerations. DFSIX has three and five-year annualized returns of 14.6% and 9.5%, respectively.
DFSIX has an expense ratio of 0.25% compared with the category average of 0.95%.
DFA Tax Managed U.S. Equity Portfolio DTMEX fund aims for capital growth over a long period while lowering federal income taxes on returns. The fund purchases a diverse group of securities of U.S. companies and follows a market-capitalization-weighted approach. DTMEX has three and five-year annualized returns of 14.1% and 10.1%, respectively.
As of May 2019, DTMEX held 2153 issues, with 3.44% of its assets invested in Microsoft Corp.
DFA U.S. Social Core Equity 2 Portfolio DFUEX 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. The fund’s portfolio 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 has three and five-year annualized returns of 13.1% and 7.7%, respectively.
DFUEX has an expense ratio of 0.28% compared with the category average of 0.95%.
(We are reissuing this article to correct a mistake. The original article, issued on May 22, 2019, should no longer be relied upon.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (DFSIX): Fund Analysis Report
Get Your Free (DTMEX): Fund Analysis Report
Get Your Free (DFUEX): Fund Analysis Report
Get Your Free (DILRX): Fund Analysis Report
To read this article on Zacks.com click here.
Zacks Investment Research