LWAS/DFA US High Book To Market (DFBMX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DFBMX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.34%|
Performance & Risk
|5y Avg Return:||27.65%|
|Rank in Category (ytd):||92|
|% Rank in Category (ytd):||7.06%|
|Morningstar Risk Rating:||5|
The investment seeks long-term capital appreciation.
The Portfolio, is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The U.S. Large Cap Value Series (the "U.S. Large Cap Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The U.S. Large Cap Value Series will invest at least 80% of its net assets in securities of large cap U.S. companies. View More