3 best dimensional mutual funds for a shiny portfolio


Dimensional Fund Advisor offers institutional and private investors, investment advisors and financial advisors investment solutions from various asset classes. With more than 1,400 employees, Dimensional Fund Advisor has 13 offices in multiple countries including the United States.

Dimensional Fund Advisor invests in domestic and foreign stocks, fixed income securities, bond funds, real estate and commodity markets. As of September 30, 2021, the company had nearly $ 653 billion under management. For the past three decades the company has offered investment management strategies to clients. Founded 39 years ago, this family of funds is headquartered in Austin, TX.

Below are three high-ranking investment funds from Dimensional Fund Advisor. Everyone has earned a Zacks Mutual Fund Rank # 1 (Strong Buy) and is expected to outperform their competitors in the future. Investors can click here for the full list of funds.

DFA US portfolio of large companies The DFUSX 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 can buy or sell futures contracts and options on futures contracts on US stocks and indices. DFUSX has an annualized three year return of 15.9%.

Jed S. Fogdall has been a fund manager at DFUSX since 2012.

DFA US Targeted Value Portfolio Class R1 The DFTVX fund aims for long-term capital growth. The fund invests in a wide range of easily marketable securities of US small and mid-cap companies that are rated by its advisor as high-value stocks with high profitability. DFTVX has an annualized three-year return of 9.2%.

DFTVX has an expense ratio of 0.43% versus the category average of 1.16%.

DFA US Sustainability Core 1 Portfolio The DFSIX fund aims for long-term capital growth. The fund invests in a broad and diverse group of securities of US companies and the managers place an emphasis on companies with small capitalization, value and high profitability due to the sustainability impact. The DFSIX fund has an annualized three-year return of 18.6%.

As of the end of August 2021, DFSIX held 2,134 issues, with 5.18% of its assets invested in Apple Inc.

To view the Zacks rank and past performance of all Dimensional Investments mutual funds, investors must Click here for the full list of funds.

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The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.


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