LWAS/DFA U.S. High Book To Market Portfolio

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 0.4 0.4
Stocks 97.56 97.56
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 2.04 2.04
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Bank of America Corporation BAC 11.43 3.7
Comcast Corp Class A CMCSA -3.48 3.52
Chevron Corp CVX -3.93 3.49
Citigroup Inc C -8.25 3.37
AT&T Inc T 1.11 3.19
CVS Caremark Corp CVS 4.18 3.1
ConocoPhillips COP 0.5 2.97
American International Group Inc AIG -1.87 2.59
Union Pacific Corp UNP 12.71 2.16
JPMorgan Chase & Co JPM 4.39 2.12