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)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 TR USD % Rank
Year-to-date 1.09 0.13 -0.31 41
1-Month 4.66 0.09 -0.09 47
3-Month 3.74 0.23 -0.39 36
6-Month 15.70 0.63 0.03 30
1-Year 26.93 1.56 0.60 27
3-Year (Annualized) 14.57 0.22 -0.03 20
5-Year (Annualized) 22.88 -0.13 -0.75 26
10-Year (Annualized) 7.44 0.27 -0.15 24