DFA Tax Managed U.S. Small Cap Portfolio

Class Inst (DFTSX)
3 / 5 Stars
4 5 2 5 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
5 / 5 Stars
C+ (Hold)

#17 in Small Blend

U.S. News evaluated 229 Small Blend 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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The fund has returned 25.01 percent over the past year, 16.25 percent over the past three years, 21.22 percent over the past five years, and 8.55 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 2.1%
1 Year 25.0%
3 Years (Annualized) 16.3%
5 Years (Annualized) 21.2%
10 Years (Annualized) 8.6%

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The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.


Fees are Average compared to funds in the same category.
DFA Tax Managed U.S. Small Cap Portfolio has an expense ratio of 0.52 percent.

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

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