DFA Tax Managed U.S. Marketwide Value II Portfolio

Class Inst (DFMVX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (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 Value TR USD % Rank
Year-to-date 6.35 -0.78 -1.93 67
1-Month 2.57 0.51 -0.04 29
3-Month 5.24 0.00 0.13 25
6-Month 6.35 -0.78 -1.93 67
1-Year 27.19 2.58 3.38 5
3-Year (Annualized) 18.09 1.50 1.17 3
5-Year (Annualized) 22.36 3.53 3.13 1
10-Year (Annualized) 9.38 1.60 1.36 5

Large Value Funds

Highest Returns (10-year)

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