Credit: Shutterstock photoDFA US Core Equity 1 Institutional ( DFEOX ) a Zacks Ranked #1 (Strong Buy) was incepted in September 2005. The objective of DFEOX is to seek growth of growth of capital over the long run. DFEOX invests primarily in securities of domestic companies that are believed to be undervalued. DFEOX generally focuses on acquiring securities of small-cap companies that are included in the New York Stock Exchange ("NYSE"), NYSE MKT LLC or Nasdaq Global Market.
This All Cap Value product, as of the last filing, allocates their fund in six major groups; Large Value, Large Growth, Small Growth, Intermediate Bond, Small Value and Precious Metal. Further, as of the last filing, Apple Inc, Microsoft Corp and Exxon Mobil Corp were the top holdings for DFEOX.
DFA US Core Equity 1 Institutional, managed by Dimensional , carries an expense ratio of 0.19%. Moreover, DFEOX requires a minimal initial investment of $0.
DFEOX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 10.59% and 5 year 10.38%. To see how this fund performed compared in its category, please click here .
DFEOX's performance, as of the last filing, when compared to funds in its category was in the top 34% in 1 year, top 32% over the past 3 years, and in the 25% over the past 5 years.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
