4 / 5 Stars
5 5 5 5 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#48 in Large Blend
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 24.77 percent over the past year, 16.77 percent over the past three years, 19.37 percent over the past five years, and 7.81 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||7.8%|
The investment seeks to achieve a total return which outperforms the S&P 500 Index. The fund seeks to outperform the S&P 500® Index primarily through investment in S&P 500® Index futures and short-term fixed income obligations. Under normal circumstances, it will invest at least 80% of its net assets in short-term fixed income obligations that are overlaid by futures, swaps and other derivatives of the S&P 500® Index to create exposure to the performance of large U.S. companies or in securities of large U.S. companies directly. Alternatively, the Portfolio may invest at least 80% of its net assets directly in securities of large companies.
Fees are Average compared to funds in the same category.
DFA Enhanced U.S. Large Company Portfolio has an expense ratio of 0.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.