5 Best Mutual Funds for 2021

2. DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX)

Year-to-Date Return: 35.35%

DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) is a California-based mutual fund that invests at least 80% of net assets in companies with small market capitalizations in the United States. The fund is placed second on our list of 10 best mutual funds for 2021.

DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) has more than $15 billion in net assets under management with a holdings turnover of 18%. The expense ratio for the fund is 0.39%.

A top holding of the fund is Element Solutions Inc (NYSE: ESI), the Florida-based financial specialty chemicals company. DFA U.S. Small Cap Value Portfolio Institutional Class (NASDAQ: DFSVX) has invested 0.89% of assets in Element Solutions Inc (NYSE: ESI).

At the end of the first quarter of 2021, 33 hedge funds in the database of Insider Monkey held stakes worth $624 million in Element Solutions Inc (NYSE: ESI), up from 29 in the preceding quarter worth $578 million.