Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1400, Dimensional Fund Advisor has 13 offices in nine different countries, including the United States.
It invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets. As of Dec 31, 2019, Dimensional Fund Advisor had nearly $609 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its clients. Founded 38 years ago, this fund family is headquartered in Austin, TX.
Below we share with you three top-ranked Dimensional Fund Advisor 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 U.S. Targeted Value Portfolio Class R1 DFTVX fund seeks appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that the fund’s advisor identifies as high-profitability value stocks. DFTVX has five-year annualized returns of 1.7%.
Jed S. Fogdall is one of the fund managers of DFTVX since 2012.
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 five-year annualized returns of 3.7%.
As of the end of January 2020, DILRX held 566 issues, with 3.04% of its assets invested in Roche Holding (SIX:ROG) AG Dividend Right Cert.
DFA International Sustainability Core 1 Portfolio DFSPX fund invests a major portion of its net assets in equity securities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country. DFA International Sustainability Core 1 Portfolio fund has five-year annualized returns of 3%.
DFSPX has an expense ratio of 0.33% compared with the category average of 0.98%.
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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Zacks Investment Research