3 Top-Ranked Dimensional Mutual Funds to Boost Your Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 20 2024
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Source: NASDAQ.COM
Dimensional Fund Advisor Overview: Founded in 1981, Dimensional Fund Advisor specializes in applying academic research to investment strategies, managing nearly $719 billion in assets across various asset classes for institutional and individual investors worldwide.
Highlighted Mutual Funds: Three mutual funds from Dimensional—DFA U.S. Targeted Value Portfolio (DFFVX), DFA U.S. Core Equity 2 Portfolio (DFQTX), and DFA US Sustainability Core (DFSIX)—are ranked #1 by Zacks and show strong annualized returns of 10.8%, 9.2%, and 8.8% respectively, with a focus on small and mid-cap companies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
