Quick Guide to DFA Tax-Managed International Value Fund (DTMIX)

DFA Tax-Managed International Value ( DTMIX ) a Zacks Rank #1 (Strong Buy) was incepted in December 1998 and is managed by Dimensional Fund Advisors Inc. DTMIX seeks to achieve long-term capital appreciation. DTMIX pursues its objective by investing in the stocks of large non-US companies, which the advisor believes to be value stocks at the time of purchase. Securities are considered value stocks primarily because a company's shares have a high book value in relation to their market value. Under normal market conditions, DTMIX intends to invest its assets in at least three non-U.S. countries, with no more than 40% of its assets in any one country. DTMIX seeks to minimize the impact of federal taxes on returns.

DFA Tax-Managed International Value, managed by Dimensional , carries an expense ratio of 0.53%. Moreover, DTMIX requires a minimal initial investment of $0.

This fund, as of the last filing, allocates their fund in two major groups; Foreign Stock and Large Value. Further, as of the last filing, BP, Vodafone and HSBC Holdings were the top holdings for DTMIX.

DTMIX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 5 year benchmarks; 1 year 8.20% and 5 year 5.96%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

DTMIX's performance, as of the last filing, when compared to funds in its category was in the top 19% in 1 year, top 48% over the past 3 years, and in the 40% 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.

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