DURPX Mutual Fund

DURPX Mutual Fund (US High Relative Profitability Portfolio Institutional Class) is managed by Dimensional with $6.53B in net assets. DURPX expense ratio is 0.22%, holding 149 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2017-05-16.

DURPX performance shows a YTD return of 8.66%. The 1-year return is 14.91% and the 5-year return is 10.94%. DURPX dividend yield stands at 0.96%, paid quarterly.

DURPX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.2%), Meta Platforms, Inc. (4.3%), Eli Lilly & Co. (4.3%), Microsoft Corp (3.9%). Go to all DURPX holdings, DURPX sectors, or DURPX dividends.

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