DFA Tax Managed U.S. Small Cap Portfolio

Class Inst (DFTSX)
Scorecard
4 / 5 Stars
Lipper
4 5 2 5 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

#19 in Small Blend

U.S. News evaluated 228 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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Performance

The fund has returned 28.40 percent over the past year, 15.04 percent over the past three years, 25.94 percent over the past five years, and 8.42 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.6%
1 Year 28.4%
3 Years (Annualized) 15.0%
5 Years (Annualized) 25.9%
10 Years (Annualized) 8.4%

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Summary

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

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

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

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