DFA US Core Equity 1 I
6300 Bee Cave Road, Building One
Map
Phone: 888-5761167
| Category: | Large Blend | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 2.10B | | Year-to-Date Return: | 24.80% | | Yield: | 1.69% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-05 |
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Stephen Clark
Lead Manager since
29-Mar-08 | | | Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| 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 normally invests at least 80% of net assets in equity securities of U.S. companies. It purchases a broad and diverse group of common stocks of U.S. companies with an increased exposure to small-capitalization and value companies relative to the U.S. universe. The fund may generally reduce the percentage allocation of assets to securities of the largest U.S. growth companies from between 2.5% and 25% of their percentage weight in the U.S. universe. |
| Last Dividend
(8-Dec-09):
| 0.03 | | Last Cap Gain
(18-Dec-06):
| 0.03 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.74% |
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| Expense | DFEOX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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