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

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43.53 +0.46    +1.07%
20/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 35.85B
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA US Core Equity 1 I 43.53 +0.46 +1.07%

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 Change21.29%
Prev. Close43.07
Risk Rating
TTM Yield1.16%
ROE30.62%
IssuerDimensional Fund Advisors
Turnover4%
ROA13.86%
Inception DateSep 15, 2005
Total Assets35.85B
Expenses0.15%
Min. InvestmentN/A
Market Cap126.06B
CategoryLarge Blend
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Dfa U.s. Core Equity 1 Portfolio Institutional Class Analysis


Performance

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1268 1077 1342 1389 2028 3236
Fund Return 26.76% 7.65% 34.23% 11.56% 15.19% 12.46%
Place in category 679 340 374 308 435 336
% in Category 49 30 29 22 40 43

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 2 I 33.94B 26.24 11.49 11.96
  DFA International Core Equity I 29.77B 7.04 4.48 5.79
  DFA Emerging Markets Core Equity I 26.99B 8.69 2.86 4.52
  DFA US Large Cap Value I 23.74B 21.86 10.75 9.52
  DFA US Small Cap Value I 16.28B 18.96 12.95 9.76

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Fidelity 500 Index Institutional Pr 631.62B 28.05 11.42 13.34
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 5.61 134.70 +3.08%
  Apple US0378331005 4.97 254.49 +1.88%
  Microsoft US5949181045 4.28 436.60 -0.10%
  Amazon.com US0231351067 2.40 224.92 +0.73%
  Meta Platforms US30303M1027 1.96 585.25 -1.73%

Technical Summary

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