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3 Top Dimensional Funds for Your Portfolio

Zacks Equity Research

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 clients. Founded 37 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 peers in the future. Investors can click here to see the complete list of funds.

DFA Tax Managed U.S. Equity Portfolio DTMEX fund aims for long-term capital growth while lowering federal income taxes on returns. It invests the majority of its assets in securities of U.S. companies. The fund focuses on purchasing a diverse group of these securities. DTMEX has three-year annualized returns of 13.8%.

DTMEX has an expense ratio of 0.22% compared with the category average of 0.94%.

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. It buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value and high-profitability companies compared to their representation in the U.S. Universe. DFUEX fund has three-year annualized returns of 10.5%.

Jed S. Fogdall is one of the fund managers of DFUEX since 2012.

DFA U.S. Targeted Value Portfolio Class R2 DFTPX fund aims for capital growth. The fund invests the majority of its assets in securities of U.S. mid- and small-capitalization securities. The fund advisor looks for securities of companies that he considers value stocks with superior profitability. DFTPX has three-year annualized returns of 1.4%.

As of the end of December 2019, DFTPX held 1,472 issues, with 0.68% of its assets invested in Reliance Steel & Aluminum Co.

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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