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3 Best Dimensional Funds to Snap Up Now

Zacks Equity Research

Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1400, Dimensional Fund Advisor has 13 offices in nine different countries, including the United States.

It invests in both domestic and foreign equities, fixed-income securities, retirement income funds, real estates and commodity markets. As of Dec 31, 2019, Dimensional Fund Advisor had nearly $609 billion of assets under management. For the past three decades, the company is providing investment management strategies to its clients. Founded 38 years ago, this fund family is headquartered in Austin, TX.

Below we share with you three top-ranked Dimensional Fund Advisor mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.

DFA U.S. Targeted Value Portfolio Class R1 DFTVX fund seeks appreciation of capital over the long term. The fund invests in a diverse range of the readily marketable securities of U.S. small as well as mid-cap companies that the fund’s advisor identifies as high-profitability value stocks. DFTVX has three-year annualized returns of 3.8%.

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Jed S. Fogdall is one of the fund managers of DFTVX since 2012.

DFA U.S. Social Core Equity 2 Portfolio DFUEX fund aims for capital growth over the long term. The fund invests the majority of its net assets in equity securities of U.S. companies. It buys a broad and diverse group of securities of U.S. companies with greater emphasis on small capitalization, value and high-profitability companies as compared to their representation in the U.S. Universe. DFUEX fund has three-year annualized returns of 11.7%.

As of November 2019, DFUEX held 1,490 issues, with 0.69% of its assets invested in Reliance Steel & Aluminum Co.

DFA International Sustainability Core 1 Portfolio DFSPX fund invests a major portion of its net assets in equity securities. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country. DFA International Sustainability Core 1 Portfolio fund has three-year annualized returns of 10.1%.

DFSPX has an expense ratio of 0.37% compared with the category average of 0.99%.

To view the Zacks Rank and past performance of all Dimensional Investments mutual funds, investors can click here to see the complete list of funds.

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Zacks Investment Research