3 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#19 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.95 percent over the past year, 14.60 percent over the past three years, and 25.96 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||14.6%|
|5 Years (Annualized)||26.0%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation while considering federal income tax implications of investment decisions. As a non-fundamental policy, under normal circumstances, the fund will invest at least 80% of its net assets in securities of U.S. companies. The percentage allocation of the assets of the fund to securities of the largest U.S. growth companies will generally be reduced from between 5% and 35% of their percentage weight in the U.S. Universe.
Fees are Low compared to funds in the same category.
DFA T.A. U.S. Core Equity 2 Portfolio has an expense ratio of 0.24 percent.
Risk is Average compared to funds in the same category according to Morningstar.