Previous close | 36.15 |
YTD return | 10.04% |
Expense ratio (net) | 0.18% |
Category | Large Blend |
Last cap gain | 55.00 |
Morningstar rating | ★★★★★ |
Morningstar risk rating | Above average |
Sustainability rating | N/A |
Net assets | 33B |
Beta (5Y monthly) | 0.98 |
Yield | 1.22% |
5y average return | N/A |
Holdings turnover | 7.00% |
Last dividend | 0.11 |
Average for category | N/A |
Inception date | 15 Sept 2005 |
Below, we will discuss three Dimensional mutual funds, viz DFSVX, DFQTX and DFSIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy).