| 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 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 27.18 percent over the past year, 16.79 percent over the past three years, 5.48 percent over the past five years, and 7.58 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.3% |
| 1 Year | 27.2% |
| 3 Years (Annualized) | 16.8% |
| 5 Years (Annualized) | 5.5% |
| 10 Years (Annualized) | 7.6% |
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 Low compared to funds in the same category.
DFA U.S. Large Company Portfolio has an expense ratio of 0.10 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
