- 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 $6.45B 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.
