About DURPX
Dimensional U.S. High Relative Profitability Portfolio Institutional Class is an actively managed mutual fund focusing on large-cap U.S. equities with a distinct emphasis on profitability. Its primary purpose is to provide investors exposure to a broad and diverse group of readily marketable stocks that Dimensional Fund Advisors identifies as having high profitability relative to other large-cap U.S. companies at the time of purchase. The fund is structured using an integrated investment process that combines academic research, portfolio design, management, and efficient trading, aiming to capture long-term drivers of expected returns while managing risk through extensive diversification across companies and sectors.
This portfolio targets firms demonstrating robust profit metrics, which research suggests can deliver enhanced risk-adjusted returns over time. Holding around 147 securities, notable positions include leading companies in technology, healthcare, financial services, and consumer cyclical sectors, with significant allocations to names like Apple, Microsoft, Eli Lilly, and NVIDIA. The fund is tailored for institutional investors seeking a cost-effective solution—with a low expense ratio—that integrates factor-based investing principles and systematic portfolio construction. Its role in the financial market is to offer a disciplined, research-driven alternative to traditional index funds, aiming to outperform by harnessing the profitability premium within U.S. large-cap equities.
Fund Family Dimensional Fund Advisors
Category Large Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol DURPX
Share Class Institutional Class
Index Russell 1000 TR USD
DURPX had a total return of 10.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.74%.
