DFA US Large Company I
1299 Ocean Ave Ste 650 11th FL Santa Monica CA 90401
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Phone: 888-5761167
| Category: | Large Blend | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 2.72B | | Year-to-Date Return: | 17.21% | | Yield: | 2.36% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-90 |
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Stephen Clark
Lead Manager since
29-Mar-08 | | | 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. |
| 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 approximate the total investment return of the S&P 500 index. The fund invests substantially all of assets in a separate master portfolio, that invests in the broad group of common stocks making up the Standard & Poor's 500 Composite Stock index. |
| Last Dividend
(9-Sep-09):
| 0.15 | | Last Cap Gain
(20-Dec-99):
| 0.25 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.94% |
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| Expense | DFLCX | Category
Avg | | Total Expense Ratio: | 0.15%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 48 | $776 | | 5 Yr Expense Projection*: |
$ 85 | $1,291 | | 10 Yr Expense Projection*: |
$ 192 | $2,371 |
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0.83% Nasdaq 0.00%
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