| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
1
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
E+
(Sell)
|
#24 in Diversified Emerging Mkts
U.S. News evaluated 180 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Dimensional Fund Advisors funds
Performance
The fund has returned 7.35 percent over the past year, 4.18 percent over the past three years, and 2.13 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.3% |
| 1 Year | 7.3% |
| 3 Years (Annualized) | 4.2% |
| 5 Years (Annualized) | 2.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The Emerging Markets Core Equity Portfolio purchases a broad and diverse group of securities associated with emerging markets, which may include frontier markets (emerging market countries in an earlier stage of development), authorized for investment by the Advisor's Investment Committee ("Approved Markets"), with an increased exposure to securities of small cap issuers and securities that it considers to be value securities.
Fees
Fees are Low compared to funds in the same category.
DFA Emerging Markets Core Equity Fund has an expense ratio of 0.68 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 3 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 5 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
