DFA Tax-Managed Intl Value
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
Map
Phone: 310-633-7885
| Category: | Foreign Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 1.69B | | Year-to-Date Return: | 36.10% | | Yield: | 2.70% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Apr-99 |
|
Karen E. Umland
Lead Manager since
16-Apr-99 | | | 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 |
|
| |
| The investment seeks capital appreciation. The fund normally invests at least 65% of assets in securities whose issuers are located in or derive a majority of their income in three countries outside the United States. It may invest no more than 40% of assets in any single country. The fund may invest up to 5% of assets in futures contracts. It fund usually invests in companies with market capitalizations above $800 million that the advisor believes are undervalued by the market. |
| Last Dividend
(9-Dec-09):
| 0.06 | | Last Cap Gain
(19-Dec-07):
| 1.71 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 51.98% |
|
| Expense | DTMIX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $689 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $973 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
|
|
1.27% Nasdaq 0.00%
Profile
