3 / 5 Stars
3 3 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#33 in Foreign Large Value
U.S. News evaluated 97 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 27.21 percent over the past year, 6.20 percent over the past three years, 11.50 percent over the past five years, and 7.63 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||7.6%|
The investment seeks long-term capital appreciation. The DFA 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" or "Master fund") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The International Value Series intends to purchase securities of large companies associated with developed market countries that the Advisor has designated as approved markets.
Fees are Average compared to funds in the same category.
DFA International Value Portfolio has an expense ratio of 0.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.