Is DFA TA World Ex US Core Equity Institutional Fund (DFTWX) Worth Another Look?
Zacks Investment Research | Aug 21, 2016 09:03PM ET
DFA TA World ex US Core Equity Institutional Fund (DFTWX ) a Zacks Rank #2 (Buy) was incepted in June 2008 and is managed by Dimensional Fund Advisors LP. DFTWX seeks growth of capital for the long run and considers federal tax implications. DFTWX invests more than 80% of its assets in securities of foreign companies. DFTWX focuses on investing its assets in securities of companies involved with emerging and developed markets.
This Non US - Equity product, as of the last filing, allocates their fund in four major groups; Foreign Stock, Emerging Market, High Yield Bond and Precious Metal. Further, as of the last filing, Nestle SA (SIX:NESN), BP (LON:BP) Plc Sponsored ADR and Toyota Motor Corp were the top holdings for DFTWX.
The DFA TA World ex US Core Equity Institutional fund, managed by Dimensional , carries an expense ratio of 0.45%. Moreover, DFTWX requires a minimal initial investment of $0.
DFTWX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 2.38% and 5 year 1.82%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
DFTWX’s performance, as of the last filing, when compared to funds in its category was in the top 36% in 1 year, top 32% over the past 3 years, and in the 51% over the past 5 years.
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