Previous close | 20.53 |
YTD return | 5.28% |
Expense ratio (net) | 0.25% |
Category | Allocation--50% to 70% Equity |
Last cap gain | 29.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Below average |
Sustainability rating |
Net assets | 3.85B |
Beta (5Y monthly) | 0.90 |
Yield | 2.40% |
5y average return | N/A |
Holdings turnover | N/A |
Last dividend | 0.03 |
Average for category | N/A |
Inception date | 24 Dec 2003 |
Below, we share with you three top-ranked Dimensional mutual funds. Each has earned a Zacks Mutual Fund Rank #1.