DFA US Targeted Value I (DFFVX)
* As of 30-Apr-16
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|S+p500 Emini Fut Jun16 Xcme 20160617||0.83||N/A|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.37%|
Performance & Risk
|5y Avg Return:||8.07%|
|Rank in Category (ytd):||36|
|% Rank in Category (ytd):||7.42%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the readily marketable securities of U.S. small and midcap companies that the Advisor determines to be value stocks. It may use derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices, to adjust market exposure based on actual or expected cash inflows to or outflows from the Portfolio. View More