DFA Tax Managed U.S. Equity Portfolio

Class Inst (DTMEX)
Scorecard
4 / 5 Stars
Lipper
4 4 5 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#80 in Large Blend

U.S. News evaluated 492 Large Blend 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 22.92 percent over the past year, 14.64 percent over the past three years, 21.11 percent over the past five years, and 7.64 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 1.7%
1 Year 22.9%
3 Years (Annualized) 14.6%
5 Years (Annualized) 21.1%
10 Years (Annualized) 7.6%

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Summary

The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of securities of U.S. companies. A company's market capitalization is the number of its shares outstanding times its price per share. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of U.S. companies.

Fees

Fees are Average compared to funds in the same category.
DFA Tax Managed U.S. Equity Portfolio has an expense ratio of 0.22 percent.

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Risk

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

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