DURPX Mutual Fund
DURPX Mutual Fund
US High Relative Profitability Portfolio Institutional Class
DURPX Mutual Fund Overview
DURPX Mutual Fund (US High Relative Profitability Portfolio Institutional Class) is managed by Dimensional with $6.31B in net assets. DURPX expense ratio is 0.22%, holding 152 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2017-05-16.
DURPX performance shows a YTD return of 10.13%. The 1-year return is 18.43% and the 5-year return is 11.88%. DURPX dividend yield stands at 0.95%, paid quarterly.
DURPX top holdings include Nvidia Corp (7.3%), Apple Inc (6.0%), Meta Platforms, Inc. (4.8%), Eli Lilly And Company (4.3%), Microsoft Corp 4.100 Feb 06 37 (3.8%). View all DURPX holdings, sector breakdown, or dividend history.
DURPX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DURPX alternatives are available via the screener, along with tax-loss harvesting opportunities.