DFA U.S. Large Cap Value II Portfolio

Class Inst (DFCVX)
Scorecard
4 / 5 Stars
Lipper
5 5 3 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.42 0.42
Stocks 97.55 97.55
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 2.03 2.03
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Chevron Corp CVX 6.16 3.63
AT&T Inc T 3.53 3.22
ConocoPhillips COP 23.84 3.1
JPMorgan Chase & Co JPM 0.43 3.1
Pfizer Inc PFE -0.1 3.06
Comcast Corp Class A CMCSA 4.99 3.05
CVS Caremark Corp CVS 7.01 3.04
Bank of America Corporation BAC 0.32 2.44
Citigroup Inc C -8.89 2.27
Union Pacific Corp UNP 20.25 2.15

Large Value Funds

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