3 Dimensional Mutual Funds to Buy for Excellent Returns
From Nasdaq: 2025-06-16 06:40:00
Dimensional Fund Advisor, founded in 1981, offers investment solutions to institutional and individual investors worldwide with over $777 billion in assets under management. They focus on applying academic research to generate higher returns in various asset classes like equities, fixed-income securities, and real estate markets.
Three top-performing Dimensional mutual funds are DFSIX, DFFVX, and DFSVX, all with a Zacks Mutual Fund Rank #1. DFSIX invests in domestic companies with a small market cap and high profitability, with 13.9% annualized returns. DFFVX focuses on value stocks and has a 6% annualized return with an expense ratio of 0.29%.
DFSVX invests in small-cap domestic companies and has a 5.8% annualized return. This fund may also use futures and options contracts to adjust equity exposure. To see the Zacks Rank and performance of all Dimensional mutual funds, investors can access the complete list online. Stay informed with Zacks’ free Fund Newsletter for key mutual fund updates.
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