3 Top-Ranked Dimensional Mutual Funds for Impressive Returns

Dimensional Fund Advisor Overview:

• Founded in 1981, applies academic research to investing for higher returns.
• Manages assets across various classes with over $719 billion under management.
• Offers investment solutions to institutional and individual investors globally.

Top Dimensional Mutual Funds:

• Includes DFA US Small Cap Value, DFA U.S. Core Equity 2 Portfolio, and DFA US Sustainability Core.
• All three funds have a Zacks Mutual Fund Rank #1 (Strong Buy) and are expected to outperform peers.

Fund Details:

• DFSVX invests in small-cap domestic companies, DFQTX focuses on diverse portfolios of small-cap domestic companies, and DFSIX invests in a broad group of domestic companies.
• Each fund has shown positive three-year annualized returns ranging from 6.7% to 7%.

Investment Strategies:

• Advisors may adjust equity market exposure based on cash flows for DFSVX.
• DFQTX considers the U.S. universe as a market-capitalization weighted set of operating companies listed on U.S. exchanges.
• DFSIX adjusts its portfolio based on sustainability impact considerations.

Expert Recommendations:

• Zacks experts highlight potential stocks for significant growth, targeting millennial and Gen Z audiences.
• Director of Research Sheraz Mian identifies a top pick with explosive upside potential.
• The company mentioned generated nearly $1 billion in revenue last quarter alone.