DFA Intl Value IV
6300 Bee Cave Road,Building One
Map
Phone: 310-633-7885
| Category: | Foreign Large Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 356.35M | | Year-to-Date Return: | 37.97% | | Yield: | 5.61% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Aug-97 |
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Karen E. Umland
Lead Manager since
30-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: | $0 | | 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 in the DFA international Value Series that buys value stocks of large non-U.S companies on a market capitalization weighted basis in each applicable country. No more than 40% of the Series' assets is invested in such companies in any one country. It may only invest in developed countries. |
| Last Dividend
(9-Dec-09):
| 0.37 | | Last Cap Gain
(19-Dec-07):
| 0.42 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 51.98% |
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| Expense | DFVFX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $689 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $973 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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