3 / 5 Stars
4 4 3 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 in Foreign Small/Mid Blend
U.S. News evaluated 26 Foreign Small/Mid Blend 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 30.66 percent over the past year, 10.24 percent over the past three years, 17.53 percent over the past five years, and 10.63 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||23.5%|
|3 Years (Annualized)||10.2%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term capital appreciation. The fund pursues its objective by investing substantially all of its assets in The Canadian Small Company Series, The Japanese Small Company Series, The Asia Pacific Small Company Series, The United Kingdom Small Company Series and The Continental Small Company Series (the "International Small Company Master Funds") of The DFA Investment Trust Company (the "Trust").
Fees are Above Average compared to funds in the same category.
DFA International Small Company Portfolio has an expense ratio of 0.56 percent.
Risk is Average compared to funds in the same category according to Morningstar.
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 2013-11-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-11-12
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 2013-11-12