| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
5
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B
(Buy)
|
#36 in Small Blend
U.S. News evaluated 218 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 18.90 percent over the past year, 12.48 percent over the past three years, 9.36 percent over the past five years, and 11.56 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.6% |
| 1 Year | 18.9% |
| 3 Years (Annualized) | 12.5% |
| 5 Years (Annualized) | 9.4% |
| 10 Years (Annualized) | 11.6% |
Summary
The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A company's market capitalization is the number of its shares outstanding times its price per share. In general, the higher the relative market capitalization of the U.S. small cap company, the greater its representation in the Portfolio.
Fees
Fees are Average compared to funds in the same category.
DFA U.S. Small Cap Portfolio has an expense ratio of 0.37 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
