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 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - S&P 500 TR USD + / - Russell 2000 Value TR USD % Rank
Year-to-date 4.90 -2.24 0.69 46
1-Month 4.09 2.02 -0.34 52
3-Month 3.64 -1.59 1.26 25
6-Month 4.90 -2.24 0.69 46
1-Year 28.20 3.59 5.66 9
3-Year (Annualized) 17.78 1.19 3.13 7
5-Year (Annualized) 23.43 4.60 3.55 6
10-Year (Annualized) 8.94 1.16 0.70 49

Small Value Funds

Highest Returns (10-year)

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