DFA Tax-Managed US Marketwide Value (DTMMX) a Zacks Rank #1 (Strong Buy) seeks to achieve long-term capital appreciation. DTMMX invests in securities of US companies whose size (market capitalization) falls within the largest 95% of the market universe.
This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth and Foreign Bond. Further, as of the last filing, COMCAST CORP, AT&T (NYSE:T) INC and EXXON MOBIL CORP were the top holdings for DTMMX.
The DFA Tax-Managed US Marketwide Value fund, managed by Dimensional, carries an expense ratio of 0.37%.
DTMMX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 9.57% and 5 year 10.91%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DTMMX’s performance, as of the last filing, when compared to funds in its category was in the top 45% in 1 year, top 37% over the past 3 years, and in the 18% over the past 5 years.
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Zacks Investment Research