Dimensional Mutual Funds

Go beyond indexing®

Since 1981, Dimensional has been offering mutual fund strategies to help investors pursue higher expected returns.

Low-Cost, Diversified Investing

Our extensive suite of mutual funds provides investors with cost-effective, broadly diversified access to global investment opportunities.

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Which Country Will Outperform? Here's Why It Shouldn't Matter.

Mutual Fund Lineup

Decades of Outperformance

With a track record stretching back decades, our strategies have endured many market conditions, with most funds outperforming their benchmarks.

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The Fund Landscape

Simplified Trading and Rebalancing

By pooling investor resources and providing a single price each day, mutual funds can be accessed across a range of account types.

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The 50-Year Battle for a Better Way to Invest

Explore our mutual funds

Dimensional mutual funds are part of a full suite of equity and fixed income strategies supporting the diverse needs of investors worldwide.

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ACCESSING DIMENSIONAL MUTUAL FUNDS

Dimensional mutual funds are available through financial advisors and select retirement and savings plans.

How to Invest

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Article

Go Global for Diversification That Travels Well

Article

The 60/40 Portfolio: Down but Not Out

Webcast Highlight

When It Comes to Markets, Better to Plan Than Predict

Webcast Highlight

Value’s Rebound Shows Importance of Discipline

Article

Evaluating Fixed Income Through the Lens of Your Goals

Article

Does [fill in the blank] Belong in My Portfolio?

Video

The Cost of Trying to Time the Market

Video

Dimensional Looks at Rebalancing Every Day. Indexers Can't.

Performance data shown represents past performance and is no guarantee of future results.

Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment objectives, risks, and charges and expenses of the Dimensional funds carefully before investing. For this and other information about the Dimensional funds, please read the prospectus carefully before investing. Prospectuses are available by calling Dimensional Fund Advisors collect at (512) 306-7400 or at dimensional.com. Dimensional funds are distributed by DFA Securities LLC.

Risks include loss of principal and fluctuating value. Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

This information is not meant to constitute investment advice, a recommendation of any securities product or investment strategy (including account type), or an offer of any services or products for sale, nor is it intended to provide a sufficient basis on which to make an investment decision. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.

Index Descriptions:

CRSP 6–10 Index—CRSP data is provided by the Center for Research in Security Prices, University of Chicago. Small Company Universe Returns (Deciles 6–10). All exchanges. October 1988֪ to present: CRSP Deciles 6-10 Cap-Based Portfolio. January 1973–September 1988: CRSP Database (NYSE & AMEX & OTC). Rebalanced quarterly. July 1962–December 1972: CRSP Database (NYSE & AMEX). Rebalanced quarterly. Prior to July 1962: NYSE. Rebalanced semi-annually.

Dimensional US 20-Year Treasury Index—February 1999–present: Compiled by Dimensional from Bloomberg securities data. Based on securities in the universe of the Bloomberg US Treasury Index, the index selects the bond with beginning-of-month maturity closest to 20 years. If there are two bonds with the same time to maturity, the most recently issued bond is selected. Rebalanced monthly. The index has been retrospectively calculated by Dimensional and did not exist prior to February 2025. Accordingly, results shown during the periods prior to February 2025 do not represent actual returns of the index. Other periods selected may have different results, including losses. Prior to February 1999: Morningstar Long-Term Government Bonds.