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 Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 TR USD % Rank
Year-to-date 6.56 -0.58 -0.71 47
1-Month 2.46 0.39 0.18 31
3-Month 4.75 -0.48 -0.36 53
6-Month 6.56 -0.58 -0.71 47
1-Year 25.05 0.44 -0.30 32
3-Year (Annualized) 16.41 -0.17 -0.21 24
5-Year (Annualized) 19.06 0.23 -0.19 15
10-Year (Annualized) 7.97 0.18 -0.22 25