3 / 5 Stars
4 4 1 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#24 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.
The fund has returned 13.54 percent over the past year, 3.50 percent over the past three years, 15.70 percent over the past five years, and 7.56 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||15.7%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The DFA International Value Series (the "International Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. Dimensional Fund Advisors LP (the "Advisor") believes that equity investing should involve a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing.
Fees are Low compared to funds in the same category.
DFA International Value IV Portfolio has an expense ratio of 0.28 percent.
Risk is High compared to funds in the same category according to Morningstar.