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DFA US Targeted Value R2 (DFTPX)

28.03 -0.22 (-0.78%)
At close: June 13 at 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The fund purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the advisor determines to be value stocks with higher profitability. It may purchase or sell futures contracts and options on futures contracts for U.S. equity securities and indices, to increase or decrease equity market exposure based on actual or expected cash inflows to or outflows from the fund.

Fund Overview

Category Small Value
Fund Family Dimensional Fund Advisors
Net Assets 11.04B
YTD Return 3.23%
Yield 1.33%
Morningstar Rating
Inception Date Feb 23, 2000

Performance & Risk

YTD Return 3.23%
5y Average Return 6.26%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

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