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Quick Guide to DFA US Vector Equity I Fund (DFVEX)

DFA US Vector Equity I ( DFVEX ) a Zacks Rank #2 (Buy) seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. operating companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe.

This All Cap Growth fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Value and Small Growth. Further, as of the last filing, AT&T INC, EXXON MOBIL CORP and WELLS FARGO & CO were the top holdings for DFVEX.

The DFA US Vector Equity I fund, managed by Dimensional , carries an expense ratio of 0.32%.

DFVEX 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 21.02%, 3 year 6.98% and 5 year 15.35%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

DFVEX's performance, as of the last filing, when compared to funds in its category was in the top 32% in 1 year, top 27% over the past 3 years, and in the 14% 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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