DGLIX Mutual Fund

DGLIX Mutual Fund (Global Small Company Portfolio - Institutional) is managed by Dimensional with $140.8M in net assets. DGLIX expense ratio is 0.42%, holding 7 positions across various sectors. Inception date: 2017-01-18.

DGLIX performance shows a YTD return of 15.78%. The 1-year return is 19.53% and the 5-year return is 8.16%. DGLIX dividend yield stands at 1.43%, paid annually.

DGLIX top holdings include Dfa Us Small Cap Portfolio (61.5%), The Emerging Markets Small Cap Series (12.3%), The Continental Small Company Series (11.0%), The Japanese Small Company Series (5.7%), The Canadian Small Company Series (3.7%). Go to all DGLIX holdings, DGLIX sectors, or DGLIX dividends.

DGLIX can be compared against other funds. Use DGLIX overlap to find shared positions, or DGLIX vs another fund for a side-by-side view. DGLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.