Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Dimensional Mutual Funds
View all of Dimensional’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Dimensional Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 13 of 13 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| DFA Diversified Fixed Income Instl | DFXIX | Intermediate Core Bond | −0.01% | 3 | 0.150% | Low | Institutional | — | ||
| DFA Emerging Markets Small Cap I | DEMSX | Diversified Emerging Mkts | 4.17% | 71 | 0.590% | Low | Institutional | — | ||
| DFA Global Allocation 25/75 I | DGTSX | Conservative Allocation | 3.05% | 7 | 0.240% | Low | Institutional | — | ||
| DFA Global Core Plus Real Return Instl | DFAAX | Inflation-Protected Bond | 0.85% | 13 | 0.290% | Below Average | Institutional | — | ||
| DFA Investment Grade I | DFAPX | Intermediate Core Bond | −0.98% | 15 | 0.190% | Low | Institutional | — | ||
| DFA Municipal Real Return Institutional | DMREX | Muni National Short | — | 1.16% | 10 | 0.240% | Low | Institutional | — | |
| DFA Selectively Hedged Global F/I I | DFSHX | Global Bond | 1.98% | 4 | 0.160% | Low | Institutional | — | ||
| DFA Short-Duration Real Return Instl | DFAIX | Short-Term Bond | 2.73% | 4 | 0.220% | Low | Institutional | — | ||
| Dimensional 2045 Target Dt Rtr Inc Instl | DRIIX | Target-Date 2045 | 7.26% | 31 | 0.220% | Low | Institutional | — | ||
| Dimensional 2050 Target Dt Rtr Inc Instl | DRIJX | Target-Date 2050 | 8.35% | 11 | 0.220% | Low | Institutional | — | ||
| Dimensional 2055 Target Dt Rtr Inc Instl | DRIKX | Target-Date 2055 | 8.36% | 13 | 0.220% | Low | Institutional | — | ||
| Dimensional 2060 Target Dt Rtr Inc Instl | DRILX | Target-Date 2060 | 8.13% | 20 | 0.220% | Low | Institutional | — | ||
| Dimensional 2065 Target Dt Rtr Inc Instl | DTDRX | Target-Date 2065+ | 8.14% | 11 | 0.220% | Low | Institutional | — |
Dimensional Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank