DFA Global Equity Portfolio

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

#31 in World Stock

U.S. News evaluated 304 World Stock 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 25.50 percent over the past year, 12.70 percent over the past three years, 17.52 percent over the past five years, and 8.59 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 6.7%
1 Year 25.5%
3 Years (Annualized) 12.7%
5 Years (Annualized) 17.5%
10 Years (Annualized) 8.6%

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Summary

The investment seeks long-term capital appreciation. The fund normally allocates its assets to underlying funds that invest in domestic and international equity securities. It further diversifies its investment portfolio by allocating its assets among underlying funds that represent a variety of different asset classes, such as large capitalization, small capitalization and emerging markets stocks.

Fees

Fees are Average compared to funds in the same category.
DFA Global Equity Portfolio has an expense ratio of 0.31 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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