DFA Tax-Managed US Equity ( DTMEX ) a Zacks Rank #1 (Strong Buy) invests in a broad and diverse group of the common stocks of companies traded on a principal U.S. exchange or on the over-the-counter market.
This Large Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Value. Further, as of the last filing, APPLE INC, ALPHABET INC and MICROSOFT CORP were the top holdings for DTMEX.
The DFA Tax-Managed US Equity fund, managed by Dimensional , carries an expense ratio of 0.22%.
DTMEX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 12.68%, 3 year 8.23% and 5 year 14.56%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
DTMEX's performance, as of the last filing, when compared to funds in its category was in the top 23% in 1 year, top 11% over the past 3 years, and in the 16% over the past 5 years.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
