DFA United Kingdom Small Company I
DFA Investment Trust Co 6300 Bee Cave Road,Building One
Map
Phone: 888-5761167
| Category: | Europe Stock | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 27.36M | | Year-to-Date Return: | 56.85% | | Yield: | 2.16% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-86 |
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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 portfolio invests all of assets in the United Kingdom Small Company Series of the trust. The master fund generally may purchase a broad and diverse group of readily marketable stocks of United Kingdom small companies. It may not purchase shares of any investment trust or of any company whose market capitalization is less than $5 million. |
| Last Dividend
(9-Dec-09):
| 0.18 | | Last Cap Gain
(19-Dec-07):
| 1.22 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 123.33% |
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| Expense | DFUKX | Category
Avg | | Total Expense Ratio: | %
| 1.70% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.56% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $681 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,081 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,143 |
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0.31% Nasdaq 0.00%
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