DFA US Large Cap Value III (DFUVX) a Zacks Rank #1 (Strong Buy) seeks long-term capital appreciation. DFUVX invests in securities of US companies whose size (market capitalization) falls within the largest 90% of the market universe.
This Large Value fund, as of the last filing, allocates their fund in three major groups; Large Value, Small Growth and Precious Metal. Further, as of the last filing, AT&T (NYSE:T) INC, EXXON MOBIL CORP and COMCAST CORP were the top holdings for DFUVX.
The DFA US Large Cap Value III fund, managed by Dimensional, carries an expense ratio of 0.13%.
DFUVX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 9.34% and 5 year 10.86%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.
DFUVX’s performance, as of the last filing, when compared to funds in its category was in the top 41% in 1 year, top 40% over the past 3 years, and in the 18% over the past 5 years.
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Zacks Investment Research