3 Dimensional Mutual Funds Worth Considering
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 Sep 30, 2019, Dimensional Fund Advisor had nearly $579 billion of assets under management. For the past three decades, the company has been providing investment management strategies to its 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 its peers in the future. Investors can click here to see the complete list of funds.
DFA Global Real Estate Securities Portfolio DFGEX fund aims for long-term capital appreciation. The fund seeks to gain exposure to a wide portfolio of securities of U.S. and foreign companies in the real estate industry. The fund invests with a focus on real estate investment trusts or companies that the advisor evaluates as REIT-like. The fund may pursue its objective by investing in DFA Real Estate Securities Portfolio, DFA International Real Estate Securities Portfolio and in securities of companies operating in the real estate industry. DFGEX has three-year annualized returns of 7.3%.
As of August 2019, DFGEX held 167 issues, with 4.51% of its assets invested in American Tower Corp.
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 three-year annualized returns of 6.5%.
DFSPX has an expense ratio of 0.37% compared with the category average of 1.01%.
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 three-year annualized returns of 7%.
Jed S. Fogdall is one of the fund managers of DILRX since 2012.
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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