| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
5
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#53 in Large Blend
U.S. News evaluated 498 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 18.25 percent over the past year, 12.13 percent over the past three years, and 6.00 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.0% |
| 1 Year | 18.3% |
| 3 Years (Annualized) | 12.1% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on environmental impact considerations. It may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices, to gain market exposure on its uninvested cash pending investment in securities or to maintain liquidity to pay redemptions.
Fees
Fees are Average compared to funds in the same category.
DFA U.S. Sustainability Core 1 Portfolio has an expense ratio of 0.37 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
