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DFA Tax Managed U.S. Targeted Value Portfolio

Scorecard
Morningstar 3 / 5 Stars
Lipper 4 5 2 5 4
Zacks Investment Research 2 (Buy)
Standard & Poor's 5 / 5 Stars
TheStreet.com B (Buy)

Risk

Volatility Measurements

Updated 04.30.2013

Standard Deviation	20.99
Mean	1.12
Sharpe Ratio	0.64
Bear Market Decile Rank	75

Modern Portfolio Theory Statistics

Updated 04.30.2013

	Standard Index S&P 500 TR	Best Fit Index Morningstar Small Cap TR USD
R-Squared	91.96	98.84
Beta	1.34	1.08
Alpha	-4.18	-1.2

See Also:

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DFITX: DFA International Real Estate Securities; Global Real Estate; 30.88% 1-Year

DFUVX: DFA U.S. Large Cap Value III Portfolio; Large Value; 26.60% 1-Year

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