DFA U.S. Large Company Portfolio

Class Inst (DFUSX)
Scorecard
4 / 5 Stars
Lipper
5 5 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#79 in Large Blend

U.S. News evaluated 487 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 25.34 percent over the past year, 14.28 percent over the past three years, 22.94 percent over the past five years, and 7.18 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 25.3%
3 Years (Annualized) 14.3%
5 Years (Annualized) 22.9%
10 Years (Annualized) 7.2%

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Summary

The investment seeks to approximate the total return of the S&P 500® Index. The U.S. Large Company Portfolio generally invests in the stocks that comprise the S&P 500® Index in approximately the proportions they are represented in the S&P 500® Index. The U.S. Large Company Portfolio generally invests in the stocks that comprise the S&P 500® Index in approximately the proportions they are represented in the S&P 500® Index.

Fees

Fees are Average compared to funds in the same category.
DFA U.S. Large Company Portfolio has an expense ratio of 0.09 percent.

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Risk

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

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