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 in 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 to achieve 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-year annualized returns of 8.7%.
Jed S. Fogdall is one of the fund managers of DILRX since 2012.
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-year annualized returns of 13.1%.
DFUEX has an expense ratio of 0.28% compared with the category average of 0.95%.
DFA Enhanced US Large Company I DFELX fund aims for total returns that surpass the total return performance of the S&P 500 Index. The fund invests the majority of its assets in short-term fixed income obligations. DFELX has three-year annualized returns of 13.9%.
David A. Plecha is one of the fund managers of DFELX since 1996.
DFA Tax Managed U.S. Equity Portfolio DTMEX aims for long-term capital appreciation while minimizing federal income tax on returns. The fund invests the lion’s share of its assets in a wide variety of securities of U.S. companies. DTMEX has three-year annualized returns of 14.1%.
As of May 2019, DTMEX held 2,180 issues, with 3.44% of its assets invested in Microsoft Corp.
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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