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DFA US Micro Cap I (DFSCX)

18.98 Up 0.28(1.50%) Oct 21

Profile as of Sep 29, 2014Get Profile for:
DFA US Micro Cap I
DFA Investment Trust Co6300 Bee Cave Road,Building OneAustin TX 78746
Map
Phone: 888-576-1167
Fund Overview 
Category:Small Blend
Fund Family:Dimensional Fund Advisors
Net Assets:5.00B
Year-to-Date Return:-5.82%
Yield:0.64%
Morningstar Rating:4 stars
Fund Inception Date:Dec 23, 1981
Morningstar Style Box 
Small Blend
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Management Information 
Stephen A. Clark
Lead Manager since Mar 29, 2008
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.
Investment Information 
Min Initial Investment:0
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
DFSCX can be purchased from 39 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap companies. It may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices, to gain market exposure on its uninvested cash pending investment in securities or to maintain liquidity to pay redemptions.

Fund Operations 
Last Dividend (Sep 8, 2014) : 0.03
Last Cap Gain : 0.00
Annual Holdings Turnover (Oct 20, 2014) : 15.00%
Average for Category:45.94%
Fees & Expenses 
ExpenseDFSCXCategory Avg
Annual Report Expense Ratio (net):0.52%1.25%
Prospectus Net Expense Ratio:0.52%N/A
Prospectus Gross Expense Ratio:0.52%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.24%
Max Deferred Sales Load: N/A2.02%
3 Yr Expense Projection*:167560
5 Yr Expense Projection*:291899
10 Yr Expense Projection*:6531,848
* Per $10,000 invested