| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
5
2
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#37 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 34.29 percent over the past year, 17.31 percent over the past three years, 8.36 percent over the past five years, and 10.41 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 16.9% |
| 1 Year | 34.3% |
| 3 Years (Annualized) | 17.3% |
| 5 Years (Annualized) | 8.4% |
| 10 Years (Annualized) | 10.4% |
Summary
The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices, to gain market exposure on its uninvested cash pending investment in securities or to maintain liquidity to pay redemptions.
Fees
Fees are Above Average compared to funds in the same category.
DFA U.S. Micro Cap Portfolio has an expense ratio of 0.52 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
