DFA Tax Managed U.S. Equity Portfolio

Class Inst (DTMEX)
4 / 5 Stars
4 4 5 5 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
A (Buy)

#29 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.

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The fund has returned 25.05 percent over the past year, 16.41 percent over the past three years, 19.06 percent over the past five years, and 7.97 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.6%
1 Year 25.0%
3 Years (Annualized) 16.4%
5 Years (Annualized) 19.1%
10 Years (Annualized) 8.0%

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

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