DFA U.S. Small Cap Growth Portfolio

Class Inst (DSCGX)

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.18 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date -0.8%
1 Year 33.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term capital appreciation. The U.S. Small Cap Growth Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies that the Advisor determines to have high expected profitability and valuation ratios relative to other U.S. small cap companies at the time of purchase. As a non-fundamental policy, under normal circumstances, the U.S. Small Cap Growth Portfolio will invest at least 80% of its net assets in securities of small cap U.S. companies.

Fees

Fees are Average compared to funds in the same category.
DFA U.S. Small Cap Growth Portfolio has an expense ratio of 0.40 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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