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DFA US Small Cap I (DFSTX)

31.88 Up 0.01(0.03%) Nov 25
Prev Close:31.88
YTD Return*:1.73%
Net Assets*:9.25B
Yield*:0.75%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

ยป More Headlines for DFSTX

Top Holdings

Symbol% AssetsYTD Return %
SAVE0.3764.06
CAR0.3338.84
RFMD0.32159.50
SLCA0.2931.94
SUNE0.2953.33

Fund Basics

Morningstar Overall Rating:
Total Assets:9.25B
Category:Small Blend
Annual Report Expense Ratio (net):0.37%

Performance & Risk

YTD Return:1.73%
5y Avg Return:19.21%
Rank in Category (ytd):57
% Rank in Category (ytd):7.74%
Beta (3y):1.24
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. A company's market capitalization is the number of its shares outstanding times its price per share. In general, the higher the relative market capitalization of the U.S. small cap company, the greater its representation in the Portfolio. View More
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