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Dfa U.s. Vector Equity Portfolio Institutional Class (DFVEX)

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28.59 -0.18    -0.63%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 5.2B
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA US Vector Equity I 28.59 -0.18 -0.63%

DFVEX Overview

 
Find basic information about the Dfa U.s. Vector Equity Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFVEX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change32.22%
Prev. Close28.77
Risk Rating
TTM Yield1.29%
ROE23.16%
IssuerDimensional Fund Advisors
Turnover5%
ROA10.45%
Inception Date38716
Total Assets5.2B
Expenses0.28%
Min. InvestmentN/A
Market Cap39.78B
CategoryMid - Cap Value
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1123 999 1318 1215 1768 2425
Fund Return 12.33% -0.07% 31.81% 6.71% 12.07% 9.26%
Place in category 167 289 147 168 61 55
% in Category 43 70 34 47 22 20

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 37.29B 18.75 8.68 11.96
  DFA US Core Equity 2 I 35.7B 18.07 8.52 11.41
  DFA International Core Equity I 31.09B 6.51 2.60 5.71
  DFA Emerging Markets Core Equity I 28.45B 10.46 2.29 4.58
  DFA US Large Cap Value I 25.8B 14.64 7.57 8.98

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 23.4B 8.24 6.34 9.00
  JHancock Disciplined Value Mid Cap 15.75B 10.71 7.35 9.70
  Vanguard Mid-Cap Value Index Admira 13.23B 16.27 6.85 9.07
  Victory Sycamore Established Value6 11.02B 11.67 7.50 11.36
  MFS Mid Cap Value R6 10.22B 16.04 7.78 9.75

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 4.02 224.23 0.00%
  NVIDIA US67066G1040 3.54 148.29 +2.09%
  Microsoft US5949181045 3.46 423.03 +1.20%
  Meta Platforms US30303M1027 1.99 584.82 +0.28%
  Amazon.com US0231351067 1.52 208.91 +1.00%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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