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    DFA US Small Cap Value I (DFSVX)

    35.74 Up 0.06(0.17%) Jun 30
    Prev Close:35.68
    YTD Return*:2.44%
    Net Assets*:12.42B
    Yield*:0.69%

    * As of 31-May-15

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

    Headlines

    ยป More Headlines for DFSVX

    Top Holdings

    Symbol% AssetsYTD Return %
    CNO1.17N/A
    LPNT1.16N/A
    ESL1.04N/A
    UHAL0.89N/A
    JBLU0.88N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:12.42B
    Category:Small Value
    Annual Report Expense Ratio (net):0.52%

    Performance & Risk

    YTD Return:2.44%
    5y Avg Return:15.32%
    Rank in Category (ytd):39
    % Rank in Category (ytd):8.67%
    Beta (3y):1.29
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to achieve long-term capital appreciation. The fund normally will invest at least 80% of its net assets in securities of small cap U.S. companies. 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
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