DFA Tax Managed U.S. Equity Portfolio

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

Fund Fees

Updated 02.28.2014

Maximum Sales Fees %
Initial
Deferred

Updated 02.28.2014

Maximum Fees %
Administrative 0.0058
Management
Redemption

Updated 02.28.2014

Actual Fees %
12b-1
Management 0.2
Net Expense Ratio: Annual Report 0.22
Net Expense Ratio: Prospectus 0.22

Updated 07.03.2014

Total Cost Projections
3-Year $71.00
5-Year $124.00
10-Year $280.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $0.00
Additional
Initial IRA
Additional IRA
Initial AIP
Additional AIP