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3 Best Dimensional Mutual Funds for Decent Returns

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 Sep 30, 2019, Dimensional Fund Advisor had nearly $579 billion of assets under management. For the past three decades, the company has been providing investment management strategies to clients. Founded 37 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 peers in the future. Investors can click here to see the complete list of funds.

DFA Tax Managed U.S. Equity Portfolio DTMEX fund aims for long-term capital growth while lowering federal income taxes on the fund’s returns. It invests majority of its assets in securities of American companies. The fund focuses on purchasing a diverse group of these securities. DTMEX has returned 27.2% on a year-to-date basis.

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DTMEX has an expense ratio of 0.22% compared with the category average of 0.95%.

DFA Global Equity Portfolio Class Retirement 2 DGERX fund allocates assets in underlying funds that invest in U.S. and non-U.S. equity securities. The fund emphasizes on diversifying its investment portfolio by investing in funds that further diversify DGERX’s assets by investing assets in a broad range of different asset classes. The fund seeks capital appreciation. DGERX has returned 22.2% on a year-to-date basis.

David A. Plecha is one of the fund managers of DGERX since 2003.

DFA U.S. Targeted Value Portfolio Class R2 DFTPX fund aims for capital growth. The fund invests majority of its assets in securities of U.S. mid- and small-capitalization securities. The fund advisor looks for securities of companies that he considers value stocks with superior profitability. DFTPX has returned 16.8% on a year-to-date basis.

As of Oct 2019, DFTPX held 1505 issues, with 0.69% of its assets invested in Reliance Steel & Aluminum Co.

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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