3 / 5 Stars
4 5 3 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#4 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap Value 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 27.10 percent over the past year, 16.70 percent over the past three years, and 21.60 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||21.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund purchases a broad and diverse group of securities of U.S. operating companies with a greater emphasis on small capitalization and value companies as compared to their representation in the U.S. Universe. The Advisor generally defines the U.S. Universe as a free float adjusted market capitalization weighted portfolio of U.S. operating companies listed on the New York Stock Exchange ("NYSE"), NYSE Alternext US LLC or Nasdaq Global Market® or such other securities exchanges deemed appropriate by the Advisor.
Fees are Low compared to funds in the same category.
DFA U.S. Vector Equity Fund has an expense ratio of 0.32 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.