4 / 5 Stars
4 4 4 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 481 Large 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 24.88 percent over the past year, 15.80 percent over the past three years, and 20.47 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.4%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||20.5%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe, while excluding companies based on the Portfolio's social issue screens. The Advisor generally defines the U.S. Universe as a free float adjusted market capitalization weighted portfolio of U.S. operating companies listed on the New York Stock Exchange ("NYSE"), NYSE Alternext US LLC or Nasdaq Global Market® or such other securities exchanges deemed appropriate by the Advisor.
Fees are Average compared to funds in the same category.
DFA CSTG&E U.S. Social Core Equity 2 Portfolio has an expense ratio of 0.35 percent.
Risk is High compared to funds in the same category according to Morningstar.