DFA Tax Managed U.S. Marketwide Value Portfolio

Class Inst (DTMMX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (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 -0.42 -1.38 -1.04 87
1-Month 3.67 -0.90 -0.65 85
3-Month 2.31 -1.21 -0.86 65
6-Month 15.62 0.55 2.16 6
1-Year 29.06 3.69 5.63 5
3-Year (Annualized) 15.21 0.86 1.16 5
5-Year (Annualized) 28.51 5.51 5.33 2
10-Year (Annualized) 8.73 1.56 1.49 5