Dimensional Fund Advisor, founded in 1981, believes in applying academic research in practical investing to generate higher returns. It offers investment solutions from various asset classes to institutional and individual investors, investment consultants and financial advisors. Dimensional Fund Advisor operates with a workforce of more than 1,600 professionals in more than 15 offices worldwide.
It invests in domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of Dec. 31, 2024, Dimensional Fund Advisor had nearly $777 billion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded 41 years ago, this fund family is headquartered in Austin, TX.
Below, we share with you three Dimensional mutual funds, viz DFA US Small Cap Value DFSVX, DFA Two-Year Global Fixed-Income DFGFX and DFA US Vector Equity DFVEX. Each has 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 Dimensional mutual funds.
DFA US Small Cap Value seeks long-term capital appreciation. DFSVX invests in value stocks and securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value.
DFA US Small Cap Value has a three-year annualized return of 10%. As of the end of October 2024, DFSVX held 1001 issues, with 0.8% of its net assets invested in Taylor Morrison Home Corp.
DFA Two-Year Global Fixed-Income objective of the fund is to maximize total returns consistent with the preservation of capital. DFGFX invests in high-quality, U.S. dollar-denominated domestic or foreign obligations, which mature within two years from the date of settlement.
DFA Two-Year Global Fixed-Income has three-year annualized returns of 2.8%. DFGFX has an expense ratio of 0.16%.
DFA US Vector Equity fund invests most of its net assets in a broad and diverse group of companies operating in the United States with high exposure in smaller-capitalization, lower relative price, and higher profitability companies. DFVEX advisors choose to invest in a weighted set of U.S. operating companies listed on the U.S. securities exchange.
DFA US Vector Equity Fund has three-year annualized returns of 9.3%. Jed S. Fogdall has been one of the fund managers of DFVEX since February 2012.
To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.
Want key mutual fund info delivered straight to your inbox?
Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners UpView All Zacks #1 Ranked Mutual Funds
Get Your Free (DFSVX): Fund Analysis Report
Get Your Free (DFGFX): Fund Analysis Report
Get Your Free (DFVEX): Fund Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
