3 Dimensional Mutual Funds Delivering Consistent Returns

Dimensional Fund Advisor offers investment solutions from different asset classes to institutional and individual investors, investment consultants and financial advisors. With a workforce of more than 1600, Dimensional Fund Advisor has 15 offices in nine countries, including the United States.It invests in both domestic and foreign equities, fixed-income securities, retirement income funds and real estate and commodity markets. As of June 30, 2025, Dimensional Fund Advisor had nearly $1.3 trillion in assets under management. For the past four decades, the company has provided investment management strategies to its clients. Founded 44 years ago, this fund family is headquartered in Austin, TX.Below, we share with you three top-ranked Dimensional mutual funds, namely DFA US Sustainability Core DFSIX, DFA US Vector Equity DFVEX and DFA Global Allocation 25/75 DGTSX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.DFA US Sustainability Core primarily invests in a wide and diverse range of U.S. companies, with a preference for smaller-cap firms that trade at relatively lower prices and demonstrate higher profitability. DFSIX’s advisors also adjust portfolio holdings to reflect sustainability impact factors.DFA US Sustainability Core has three-year annualized returns of 19.2%. As of April 2025, DFSIX held 1972 issues, with 6% of its net assets invested in Apple.DFA US Vector Equity primarily invests in a broad, well-diversified mix of U.S. operating companies, with an emphasis on smaller-cap firms that have lower relative prices and stronger profitability.DFA US Vector Equity has three-year annualized returns of 14%. DFVEX has an expense ratio of 0.27%.DFA Global Allocation 25/75 allocates roughly 25% of assets to domestic and international equity underlying funds (within a 5%-45% range) and about 75% to fixed income underlying funds (within a 55%-95% range), balancing equity growth potential with fixed income stability.DFA Global Allocation 25/75 has three-year annualized returns of 7.3%. Joseph F. Kolerich has been one of the fund managers of DGTSX since February 2012.To view the Zacks Rank and the past performance of all Dimensional mutual funds, investors can click here to see the complete list of Dimensional mutual funds.Want key mutual fund info delivered straight to your inbox?Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>Radical New Technology Could Hand Investors Huge GainsQuantum Computing is the next technological revolution, and it could be even more advanced than AI.While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.See Top Quantum Stocks Now >>View All Zacks #1 Ranked Mutual FundsWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (DFSIX): Fund Analysis Report Get Your Free (DFVEX): Fund Analysis Report Get Your Free (DGTSX): Fund Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks