DFA U.S. Micro Cap Portfolio

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

#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.

See all Dimensional Fund Advisors funds

See full Small Blend rankings

See more fund rankings

Performance

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%
1 Year 35.2%
3 Years (Annualized) 16.4%
5 Years (Annualized) 29.4%
10 Years (Annualized) 8.6%

See more DFSCX performance

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 Average compared to funds in the same category.
DFA U.S. Micro Cap Portfolio has an expense ratio of 0.52 percent.

See more DFSCX fees

Risk

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

See more DFSCX risk