DFA Emerging Markets Small Cap I
DFA Investment Trust Co 6300 Bee Cave Road,Building One
Map
Phone: 888-5761167
| Category: | Diversified Emerging Mkts | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 1.20B | | Year-to-Date Return: | 89.40% | | Yield: | 1.51% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Mar-98 |
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Karen E. Umland
Lead Manager since
31-Dec-98 | | | Umland is a portfolio manager and vice president of Dimensional and a member of the Investment Committee, her employer since 1993. and has been responsible as portfolio manager for management of the international equity funds at Dimensional since 1998. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests in a master fund that buys value stocks of emerging markets companies. Under normal circumstances, it will invest at least 80% of assets in emerging market investments. The fund will attempt to own shares of companies whose market capitalization is less than $1.5 billion. |
| Last Dividend
(9-Dec-09):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 1.49 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 86.94% |
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| Expense | DEMSX | Category
Avg | | Total Expense Ratio: | %
| 1.73% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.55% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $744 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,148 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,313 |
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1.27% Nasdaq 0.00%
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