DFA Tax Managed U.S. Small Cap Portfolio

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

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 TR USD % Rank
Year-to-date 2.12 -5.02 -1.07 82
1-Month 4.27 2.21 -1.05 60
3-Month 1.50 -3.73 -0.54 76
6-Month 2.12 -5.02 -1.07 82
1-Year 25.01 0.40 1.37 36
3-Year (Annualized) 16.25 -0.33 1.69 21
5-Year (Annualized) 21.22 2.39 1.01 28
10-Year (Annualized) 8.55 0.77 -0.15 55