DFA US Small Cap Value I (DFSVX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.52%|
Performance & Risk
|5y Avg Return:||27.98%|
|Rank in Category (ytd):||68|
|% Rank in Category (ytd):||17.44%|
|Morningstar Risk Rating:||4|
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 gain market exposure on its uninvested cash pending investment in securities or to maintain liquidity to pay redemptions. View More