DFA International Value II Portfolio

Class Inst (DIVTX)
Scorecard
3 / 5 Stars
Lipper
4 4 1 5 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
E+ (Sell)

#32 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 22.35 percent over the past year, 4.97 percent over the past three years, 17.47 percent over the past five years, and 7.57 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.1%
1 Year 22.3%
3 Years (Annualized) 5.0%
5 Years (Annualized) 17.5%
10 Years (Annualized) 7.6%

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Summary

The investment seeks long-term capital appreciation. The fund is a feeder portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, The U.S. Large Cap Value Series (the "U.S. Series") of The DFA Investment Trust Company. It invests substantially of its assets in the U.S. Series. The U.S. Series, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of large U.S. companies that the Advisor determines to be value stocks.

Fees

Fees are Average compared to funds in the same category.
DFA International Value II Portfolio has an expense ratio of 0.29 percent.

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Risk

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

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