U.S. High Relative Profitability Portfolio Institutional Class

Frequently Asked Questions About DURPX

What does DURPX invest in?

Under typical conditions, this portfolio commits a minimum of 80% of its total assets to investments in companies based in the United States. To achieve broad exposure to the American equity market while preserving liquidity, it may strategically employ exchange-traded funds (ETFs). Furthermore, the portfolio retains the option to lend its securities to generate additional revenue.

What is the expense ratio of DURPX?

U.S. High Relative Profitability Portfolio Institutional Class (DURPX) charges an expense ratio of 0.23%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DURPX?

U.S. High Relative Profitability Portfolio Institutional Class (DURPX) manages $19.40B 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 DURPX actively managed or an index fund?

DURPX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DURPX launched?

U.S. High Relative Profitability Portfolio Institutional Class (DURPX) launched in May 2017 and is managed by Dimensional.

How has DURPX performed?

DURPX'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.