4 / 5 Stars
5 5 2 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 in Small Blend
U.S. News evaluated 227 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 35.23 percent over the past year, 16.43 percent over the past three years, 29.42 percent over the past five years, and 8.58 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||29.4%|
|10 Years (Annualized)||8.6%|
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 are Average compared to funds in the same category.
DFA U.S. Micro Cap Portfolio has an expense ratio of 0.52 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.