DFA T.A. U.S. Core Equity 2 Portfolio

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

#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.

See all Dimensional Fund Advisors funds

See full Mid-Cap Blend rankings

See more fund rankings

Performance

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%
1 Year 29.0%
3 Years (Annualized) 14.6%
5 Years (Annualized) 26.0%
10 Years (Annualized) N/A

See more DFTCX performance

Summary

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

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.

See more DFTCX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more DFTCX risk