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

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25.08 -0.16    -0.63%
25/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.77B
DFA US Vector Equity I 25.08 -0.16 -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 Change17.36%
Prev. Close25.24
Risk Rating
TTM Yield1.27%
ROE15.17%
IssuerN/A
Turnover11%
ROA5.54%
Inception Date38716
Total Assets4.77B
Expenses0.28%
Min. InvestmentN/A
Market Cap14.06B
CategoryMid - Cap Value
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Dfa U.s. Vector Equity Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1090 1090 1252 1284 1801 2426
Fund Return 9.02% 9.02% 25.17% 8.69% 12.48% 9.27%
Place in category 149 149 92 140 61 52
% in Category 34 34 26 40 22 22

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 32.9B 10.49 10.50 11.80
  DFA US Core Equity 2 I 32.43B 10.00 10.16 11.16
  DFA International Core Equity I 31.31B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 26.63B 2.38 -0.23 4.18
  DFA US Large Cap Value I 24.27B 11.19 9.24 9.31

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 25.27B 8.30 8.47 9.39
  JHancock Disciplined Value Mid Cap 13.98B 9.10 9.73 10.12
  Vanguard Mid-Cap Value Index Admira 12.54B 8.12 7.37 8.93
  Victory Sycamore Established Value6 10.11B 9.24 10.04 11.66
  MFS Mid Cap Value R6 9.19B 8.96 9.09 9.41

Top Holdings

Name ISIN Weight % Last Change %
  Meta Platforms US30303M1027 1.18 443.29 +0.43%
  Amazon.com US0231351067 1.15 179.62 +3.43%
  Exxon Mobil US30231G1022 1.06 117.86 -2.86%
  JPMorgan US46625H1005 1.06 193.50 +0.07%
  Berkshire Hathaway B US0846707026 0.94 401.65 -0.81%

Technical Summary

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