DFA United Kingdom Small Company Portfolio

Class Inst (DFUKX)
Scorecard
5 / 5 Stars
Lipper
5 5 3 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

#1 in Miscellaneous Region

U.S. News evaluated 17 Miscellaneous Region Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 44.06 percent over the past year, 20.67 percent over the past three years, 32.31 percent over the past five years, and 11.61 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 6.3%
1 Year 44.1%
3 Years (Annualized) 20.7%
5 Years (Annualized) 32.3%
10 Years (Annualized) 11.6%

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Summary

The investment seeks long-term capital appreciation. The United Kingdom Small Company Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The United Kingdom Small Company Series (the "United Kingdom Small Company Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. As a non-fundamental policy, under normal circumstances, the United Kingdom Small Company Series will invest at least 80% of its net assets in securities of United Kingdom small companies.

Fees

Fees are Low compared to funds in the same category.
DFA United Kingdom Small Company Portfolio has an expense ratio of 0.59 percent.

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Risk

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

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See Also:

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