DFA US Targeted Value R1 (DFTVX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DFTVX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.47%|
Performance & Risk
|5y Avg Return:||27.17%|
|Rank in Category (ytd):||33|
|% Rank in Category (ytd):||8.46%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation.
The U.S. Targeted Value Portfolio, using a market capitalization weighted approach, purchases a broad and diverse group of the readily marketable securities of U.S. small and mid cap companies that the Advisor determines to be value stocks. The U.S. Targeted Value Portfolio 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