DFA US Large Cap Value I
DFA Investment Trust Co 6300 Bee Cave Road,Building One
Map
Phone: 888-5761167
| Category: | Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 6.19B | | Year-to-Date Return: | 26.77% | | Yield: | 2.02% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Feb-93 |
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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. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University. |
| 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 normally invests all of assets in the U.S. Large Cap Value Series of the trust. The master fund generally may purchase a broad and diverse group of the common stocks of large cap companies traded on a principal U.S. exchange or the over-the-counter market that determined to be value stocks. The master fund may invest at least 80% of net assets in securities of large cap U.S. companies. |
| Last Dividend
(9-Dec-09):
| 0.09 | | Last Cap Gain
(10-Dec-08):
| 0.02 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.50% |
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| Expense | DFLVX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.11% Nasdaq 
0.25%
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