Dimensional U.S. Large Company Portfolio Institutional Class (DFUSX)
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Dimensional U.S. Large Company Portfolio Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,768 | $71,955.86 | $133,639.04 | $61,683.18 | 85.72% |
Dimensional U.S. Large Company Portfolio Institutional Class (DFUSX) FAQ
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Dimensional U.S. Large Company Portfolio Institutional Class Profile
| NASDAQ Exchange | US Country |
Overview
The fund is a financial investment vehicle designed to closely track the performance of the S&P 500® Index, a benchmark index representing the performance of 500 large companies listed on stock exchanges in the United States. By investing in the stocks that make up the S&P 500® in approximately their index proportions, the fund aims to replicate the Index's return. It is structured to maintain a high level of investment (at least 95% of its net assets) directly in the stocks that are included in the S&P 500® Index. This strategy is employed under normal market conditions, reflecting the fund's commitment to closely mirroring the S&P 500's performance. Additionally, the fund manages cash flow needs and adjusts its market exposure through the strategic use of futures contracts and options on futures contracts for U.S. equity securities and indices.
Products and Services
- S&P 500® Index Replication
- Futures Contracts and Options
This service involves the fund investing in the stocks that comprise the S&P 500® Index in proportions similar to those in the Index itself. The objective is to deliver investment returns that closely align with the performance of the S&P 500®, making it an attractive option for investors looking to gain exposure to the U.S. large-cap equity market without selecting individual stocks.
To manage its equity market exposure more dynamically, the fund may engage in the buying and selling of futures contracts and options on futures contracts for U.S. equity securities and indices. These financial instruments are used to hedge against market volatility, adjust the fund's exposure to the equity market, or capitalize on actual or anticipated cash inflows or outflows. This strategy allows for more flexible portfolio management, catering to the changing needs of the fund and its investors.
