DFA International Core Equity Portfolio

Class Inst (DFIEX)
Scorecard
4 / 5 Stars
Lipper
4 4 1 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D- (Sell)

#21 in Foreign Large Value

U.S. News evaluated 93 Foreign Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 22.42 percent over the past year, 6.29 percent over the past three years, and 20.42 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.3%
1 Year 22.4%
3 Years (Annualized) 6.3%
5 Years (Annualized) 20.4%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of non-U.S. companies in developed markets with a greater emphasis on small capitalization and value companies as compared to their representation in the International Universe. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in equity securities.

Fees

Fees are Average compared to funds in the same category.
DFA International Core Equity Portfolio has an expense ratio of 0.39 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Fund Opinions

The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.

Value Line 2014-03-12

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 4 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-03-12

The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.

Value Line 2014-03-12