Dimensional Fund Advisor offers investment solutions of different asset classes to institutional and individual investors, investment consultants and financial advisers. With a workforce of over 1,400 people, Dimensional Fund Advisor has 13 offices in nine countries, including the United States.
It invests in domestic and foreign stocks, fixed income securities, retirement income funds, real estate and commodity markets. As of March 31, 2021, Dimensional Fund Advisor had nearly $ 637 billion in assets under management. Over the past three decades, the company has provided investment management strategies to its clients. Founded 39 years ago, this family of funds is headquartered in Austin, Texas.
Below we share with you three top ranked Dimensional Fund Advisor mutual funds. Each of them has achieved the # 1 Zacks mutual fund ranking (strong buy) and are expected to outperform their peers in the future. Investors can click here to view the full list of funds.
DFA US Small Cap Tax Managed Portfolio The DFTSX fund aims for capital appreciation over a long period. The fund invests the majority of its assets in securities of small cap US companies. These generally come from a diverse group of easily traded securities. DFTSX has three-year annualized returns of 12.5%.
Jed S. Fogdall has been one of DFTSX’s fund managers since 2012.
DFA Tax Managed U.S. Market Scale Value Portfolio The DTMMX fund seeks long-term capital growth while minimizing federal income tax on returns. The fund invests the majority of its net assets in securities of US companies. The DTMMX fund has three-year annualized returns of 11.5%.
At the end of March 2021, DTMMX held 1,079 issues, with 4.42% of its assets invested in JPMorgan Chase & Co.
DFA Tax Managed U.S. Value Portfolio (DTMVX – Free Report) seeks to enhance capital and aims to minimize federal taxes levied on returns. It normally invests more than 80% of its assets in securities of national, medium and small capitalization companies. DTMVX shows three-year annualized returns of 10.2%.
DTMVX has an expense ratio of 0.44% compared to the category average of 1.17%.
To view the Zacks Rankings and past performance of all Dimensional Investments mutual funds, investors can click here to view the full fund list.
Want to receive key mutual fund information straight to your inbox?
Zacks’ free fund newsletter will keep you updated weekly on top news and analysis, as well as top performing mutual funds. Get it for free >>