DFA Tax Managed International Value Portfolio

Class Inst (DTMIX)
Scorecard
3 / 5 Stars
Lipper
3 3 1 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D- (Sell)

#36 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.

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Performance

The fund has returned 26.83 percent over the past year, 6.11 percent over the past three years, 11.20 percent over the past five years, and 7.76 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.9%
1 Year 26.8%
3 Years (Annualized) 6.1%
5 Years (Annualized) 11.2%
10 Years (Annualized) 7.8%

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Summary

The investment seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be value stocks. It may gain exposure to companies associated with approved markets by purchasing equity securities in the form of depositary receipts, which may be listed or traded outside the issuer's domicile country.

Fees

Fees are Average compared to funds in the same category.
DFA Tax Managed International Value Portfolio has an expense ratio of 0.53 percent.

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Risk

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

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