DFA US Large Cap Value III ( DFUVX ) a Zacks Rank #1 (Strong Buy) invests in securities of US companies whose size (market capitalization) falls within the largest 90% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System. DFUVX 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. DFUVX was incepted in February 1995 and is managed by Dimensional Fund Advisors Inc. DFUVX seeks long-term capital appreciation.
DFUVX 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 19.06%, 3 year 8.24% and 5 year 16.85%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
This fund, as of the last filing, allocates their fund in four major groups; Large Value, Large Growth, Foreign Bond and Small Growth. Further, as of the last filing, AT&T, Exxon Mobil and Comcast were the top holdings for DFUVX.
DFA US Large Cap Value III, managed by Dimensional , carries an expense ratio of 0.13%. Moreover, DFUVX requires a minimal initial investment of $0.
DFUVX's performance, as of the last filing, when compared to funds in its category was in the top 6% in 1 year, top 11% over the past 3 years, and in the 1% over the past 5 years.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.
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 >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (DFUVX): Fund Analysis Report
To read this article on Zacks.com click here.
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.
