DSSMX Mutual Fund

DSSMX Mutual Fund (DFA Selective State Municipal Bond Portfolio Class Institutional) is managed by Dimensional with $550.1M in net assets. DSSMX expense ratio is 0.23%, holding 626 positions across sectors including Financials, Utilities, Industrials. Inception date: 2020-09-30.

DSSMX performance shows a YTD return of 0.32%. The 1-year return is 1.00% and the 5-year return is 0.71%. DSSMX dividend yield stands at 2.61%, paid monthly.

DSSMX top holdings include Salt River Project Agricultural Improvement & Power District 4 01/01/2038 (1.1%), Houston Tx Hou 06/27 Fixed 5 (1.0%), Metropolitan Water Reclamation District Of Greater Chicago 5 12/01/2028 (0.9%), University Tex Univ Revs 4% 4 08/15/2037 (0.9%), Broward County Florida Sc 4 2027-06-24 (0.8%). Go to all DSSMX holdings, DSSMX sectors, or DSSMX dividends.

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