5 / 5 Stars
5 5 4 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#11 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.
The fund has returned 28.64 percent over the past year, 14.84 percent over the past three years, and 25.42 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.1%|
|3 Years (Annualized)||14.8%|
|5 Years (Annualized)||25.4%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
DFA U.S. Sustainability Core 1 Portfolio has an expense ratio of 0.33 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.