| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
5
3
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A-
(Buy)
|
#18 in Large Value
U.S. News evaluated 330 Large Value 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 25.93 percent over the past year, 13.09 percent over the past three years, 5.62 percent over the past five years, and 10.00 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.4% |
| 1 Year | 25.9% |
| 3 Years (Annualized) | 13.1% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) | 10.0% |
Summary
The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The Tax-Managed U.S. Marketwide Value Series (the "Tax-Managed U.S. Marketwide Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio.
Fees
Fees are Low compared to funds in the same category.
DFA Tax Managed U.S. Marketwide Value Portfolio has an expense ratio of 0.38 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
