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DFA International Value IV (DFVFX)

14.76 Down 0.19(1.27%) Nov 28
Prev Close:14.95
YTD Return*:-3.22%
Net Assets*:257.64M
Yield*:3.04%

* As of 31-Oct-14

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

Headlines

  • No Headlines available for DFVFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
BP.L3.48-9.07
RDS.B.L2.891.00
NVSEF2.2417.28
DDAIF.DE1.86-7.57
SU.TO1.60-1.10

Fund Basics

Morningstar Overall Rating:
Total Assets:257.64M
Category:Foreign Large Value
Annual Report Expense Ratio (net):0.28%

Performance & Risk

YTD Return:-3.22%
5y Avg Return:6.02%
Rank in Category (ytd):57
% Rank in Category (ytd):15.41%
Beta (3y):1.05
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The International Value Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The DFA International Value Series (the "International Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. Dimensional Fund Advisors LP (the "Advisor") believes that equity investing should involve a long-term view and a systematic focus on sources of expected returns, not on stock picking or market timing. View More
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