DFA Enhanced US Large Company I DFA Investment Trust Co 6300 Bee Cave Road,Building One Map
Phone: 310-633-7885
| Category: | Large Blend | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 173.36M | | Year-to-Date Return: | 21.22% | | Yield: | 8.88% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Jul-96 |
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Stephen A. Clark
Lead Manager since
29-Mar-08 | | | Clark is a senior portfolio manager and vice president of DFA and chairman of the Investment Committee. He joined DFA in 2001 and has been responsible for the portfolio management group since January 2006. |
| 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 to outperform the S&P 500 index. The fund invests in S&P 500 index futures and short-term fixed-income obligations. The portfolio?s investment in fixed-income obligations may include securities of foreign issuers. The master fund hedges foreign currency risk. |
| Last Dividend
(9-Sep-09):
| 0.03 | | Last Cap Gain
(10-Dec-08):
| 0.06 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 70.87% |
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| Expense | DFELX | Category Avg | | Total Expense Ratio: | 0.25%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 80 | $774 | | 5 Yr Expense Projection*: |
$ 141 | $1,287 | | 10 Yr Expense Projection*: |
$ 318 | $2,366 |
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