DURPX Mutual Fund

DURPX Mutual Fund (US High Relative Profitability Portfolio Institutional Class) is managed by Dimensional with $6.36B 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 11.39%. DURPX dividend yield stands at 0.94%, paid quarterly.

DURPX top holdings include Nvidia Corp (7.0%), Apple, Inc (6.1%), Eli Lilly & Co. (5.1%), Microsoft Corp (3.9%), Visa Inc Class A (3.7%). 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.