Dimensional - International High Relative Profitability Portfolio

Frequently Asked Questions About DIHRX

What does DIHRX invest in?

Under normal circumstances, the portfolio will invest at least 80% of its net assets in securities of companies in the particular non-U.S. markets in which the portfolio invests. The portfolio may invest in ETFs for the purpose of gaining exposure to the equity markets while maintaining liquidity. It may lend its portfolio securities to generate additional income.

What is the expense ratio of DIHRX?

Dimensional - International High Relative Profitability Portfolio (DIHRX) charges an expense ratio of 0.30%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DIHRX?

Dimensional - International High Relative Profitability Portfolio (DIHRX) manages $1.77B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is DIHRX actively managed or an index fund?

DIHRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (DIHRX's is 0.30%) in exchange for the discretion to over- or under-weight positions.

When was DIHRX launched?

Dimensional - International High Relative Profitability Portfolio (DIHRX) launched in May 2017 and is managed by Dimensional.

How has DIHRX performed?

DIHRX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.