4 / 5 Stars
5 5 1 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#22 in Diversified Emerging Mkts
U.S. News evaluated 213 Diversified Emerging Mkts Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.89 percent over the past year, 1.61 percent over the past three years, 13.49 percent over the past five years, and 14.38 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.5%|
|3 Years (Annualized)||1.6%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||14.4%|
The investment seeks long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The Emerging Markets Small Cap Series (the "Emerging Markets Small Cap Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Emerging Markets Small Cap Series will invest at least 80% of its net assets in emerging market investments that are designated in the Prospectus as Approved Market securities of small companies.
Fees are Low compared to funds in the same category.
DFA Emerging Markets Small Cap Portfolio has an expense ratio of 0.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.