4 / 5 Stars
5 5 2 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#29 in Small Blend
U.S. News evaluated 229 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 25.10 percent over the past year, 16.13 percent over the past three years, 22.49 percent over the past five years, and 9.73 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.1%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||9.7%|
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 are Average compared to funds in the same category.
DFA U.S. Small Cap Portfolio has an expense ratio of 0.37 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year, 1 for five years, and 2 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-06-11