Previous close | 42.28 |
YTD return | 9.99% |
Expense ratio (net) | 0.17% |
Category | Large Blend |
Last cap gain | 31.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating |
Net assets | 6.73B |
Beta (5Y monthly) | 1.01 |
Yield | 1.14% |
5y average return | N/A |
Holdings turnover | 8.00% |
Last dividend | 0.12 |
Average for category | N/A |
Inception date | 12 Mar 2008 |
Below, we will discuss three Dimensional mutual funds, viz DFSVX, DFQTX and DFSIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).