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Dfa U.s. Core Equity 1 Portfolio Institutional Class (DFEOX)

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42.53 -0.05    -0.12%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 35.41B
DFA US Core Equity 1 I 42.53 -0.05 -0.12%

DFEOX Overview

 
Find basic information about the Dfa U.s. Core Equity 1 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 DFEOX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.82%
Prev. Close42.58
Risk Rating
TTM Yield1.23%
ROE30.79%
IssuerDimensional Fund Advisors
Turnover4%
ROA13.65%
Inception DateSep 15, 2005
Total Assets35.41B
Expenses0.15%
Min. InvestmentN/A
Market Cap122.88B
CategoryLarge Blend
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Dfa U.s. Core Equity 1 Portfolio Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1197 1063 1335 1372 2029 3198
Fund Return 19.73% 6.27% 33.46% 11.11% 15.2% 12.33%
Place in category 823 433 814 526 486 364
% in Category 56 32 56 38 42 44

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 2 I 33.84B 19.00 10.92 11.77
  DFA International Core Equity I 31.01B 12.32 5.45 6.12
  DFA Emerging Markets Core Equity I 28.44B 15.24 3.91 5.08
  DFA US Large Cap Value I 24.55B 15.41 9.29 9.14
  DFA US Small Cap I 16.29B 10.92 6.62 9.64

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 713.87B 20.59 10.12 -
  Fidelity 500 Index Institutional Pr 592.67B 22.06 11.90 13.37
  Vanguard 500 Index Admiral 552.77B 22.04 11.87 13.34
  Vanguard Total Stock Market Admiral 401.69B 20.58 10.10 12.77
  Vanguard 500 Index Institutional Se 193.35B 22.07 11.90 -

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 5.26 222.01 -0.40%
  NVIDIA US67066G1040 5.01 136.05 +0.48%
  Microsoft US5949181045 4.46 408.46 -0.47%
  Amazon.com US0231351067 2.30 195.78 -1.09%
  Meta Platforms US30303M1027 1.86 560.68 -1.14%

Technical Summary

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

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Richsand Abat
Richsand Abat Nov 12, 2021 21:09
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i need help im the one there looking for no corona no covid i need help 🇺🇸
 
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