DFA Tax Managed U.S. Small Cap Portfolio

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 TR USD % Rank
Year-to-date -0.08 -1.04 -1.89 77
1-Month 4.41 -0.16 -0.30 51
3-Month 2.01 -1.51 -1.81 70
6-Month 17.56 2.49 -0.19 27
1-Year 33.47 8.10 1.91 18
3-Year (Annualized) 15.95 1.60 1.54 19
5-Year (Annualized) 28.12 5.12 1.49 19
10-Year (Annualized) 8.42 1.26 -0.28 53