4 / 5 Stars
5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#2 in Japan Stock
U.S. News evaluated 13 Japan Stock 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 19.37 percent over the past year, 9.85 percent over the past three years, 9.43 percent over the past five years, and 5.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.0%|
|3 Years (Annualized)||9.8%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term capital appreciation. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The Japanese Small Company Series (the "Japanese Small Company Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the Japanese Small Company Series will invest at least 80% of its net assets in securities of Japanese small companies.
Fees are Low compared to funds in the same category.
DFA Japanese Small Company Portfolio has an expense ratio of 0.56 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.