DFA Tax Managed U.S. Targeted Value Portfolio

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 Value TR USD % Rank
Year-to-date -0.15 -1.11 -0.69 69
1-Month 4.97 0.39 0.39 20
3-Month 2.70 -0.81 0.28 42
6-Month 18.33 3.26 2.10 13
1-Year 32.13 6.75 5.94 14
3-Year (Annualized) 15.54 1.18 2.74 9
5-Year (Annualized) 29.62 6.62 4.48 15
10-Year (Annualized) 8.66 1.50 0.58 51