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    DFA US Micro Cap I (DFSCX)

    17.60 Down 0.68(3.72%) Jun 24

    Profile as of May 30, 2016Get Profile for:
    DFA US Micro Cap I
    DFA Investment Trust Co6300 Bee Cave Road,Building OneAustin TX 78746
    Phone: 888-576-1167
    Fund Overview 
    Category:Small Blend
    Fund Family:Dimensional Fund Advisors
    Net Assets:5.02B
    Year-to-Date Return:3.07%
    Morningstar Rating:4 stars
    Fund Inception Date:Dec 23, 1981
    Morningstar Style Box 
    Small Blend
    [View Category Definition]
    View Top Small Blend Funds
    About the Morningstar Style Box
    Management Information 
    Joseph H. Chi
    Lead Manager since Feb 28, 2012
    Jed S. Fogdall est gestionnaire de portefeuille et vice-président chez Dimensional. M. Fogdall est titulaire d'un MBA de l'Université de Californie, à Los Angeles, et d'un BS de l'Université Purdue. Il s'est joint à Dimensional en tant que gestionnaire de portefeuille en 2004 et il est responsable des portefeuilles d'actions internationales depuis 2010.
    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 44 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 adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio.

    Fund Operations 
    Last Dividend (Mar 29, 2016) : 0.04
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 22, 2016) : 12.00%
    Average for Category:52.13%
    Fees & Expenses 
    ExpenseDFSCXCategory Avg
    Annual Report Expense Ratio (net):0.52%1.22%
    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/A5.27%
    Max Deferred Sales Load: N/A1.80%
    3 Yr Expense Projection*:167594
    5 Yr Expense Projection*:291862
    10 Yr Expense Projection*:6531,774
    * Per $10,000 invested