DFA U.S. Large Cap Value Portfolio

Class Inst (DFLVX)
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

The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.

Value Line 2014-06-11

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 7.33 0.20 -0.95 42
1-Month 2.72 0.66 0.11 22
3-Month 5.64 0.41 0.54 10
6-Month 7.33 0.20 -0.95 42
1-Year 27.64 3.03 3.83 4
3-Year (Annualized) 17.98 1.39 1.06 3
5-Year (Annualized) 22.06 3.22 2.83 1
10-Year (Annualized) 9.03 1.25 1.01 9

Large Value Funds

Highest Returns (10-year)

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