DFA Emerging Markets I DFA Investment Trust Co 6300 Bee Cave Road,Building One Map
Phone: 310-633-7885
| Category: | Diversified Emerging Mkts | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 2.05B | | Year-to-Date Return: | 59.88% | | Yield: | 1.58% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Apr-94 |
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Karen E. Umland
Lead Manager since
31-Dec-98 | | | 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 |
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| The investment seeks long-term capital appreciation. The fund invests at least 65% of assets in securities issued by companies or governments in emerging markets; it invests primarily in equities issued by larger companies within each market. The fund invests only in "approved markets" based on market liquidity, investor information, government regulations, and accessibility to these markets. |
| Last Dividend
(9-Sep-09):
| 0.13 | | Last Cap Gain
(10-Dec-08):
| 0.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 88.64% |
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| Expense | DFEMX | Category Avg | | Total Expense Ratio: | 0.60%
| 1.71% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.54% | | Max Deferred Sales Load: | %
| 2.44% | | 3 Yr Expense Projection*: |
$ 192 | $738 | | 5 Yr Expense Projection*: |
$ 335 | $1,140 | | 10 Yr Expense Projection*: |
$ 750 | $2,299 |
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