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
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 1000 Value TR USD % Rank
Year-to-date -0.44 -1.39 -1.06 87
1-Month 3.68 -0.90 -0.65 85
3-Month 2.34 -1.18 -0.83 63
6-Month 15.67 0.59 2.20 6
1-Year 29.22 3.84 5.78 5
3-Year (Annualized) 15.37 1.02 1.32 4
5-Year (Annualized) 28.69 5.68 5.50 1
10-Year (Annualized) 8.88 1.72 1.64 4