DFA Tax-Managed US Marketwide Value (DTMMX)
* As of 28-Feb-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.37%|
Performance & Risk
|5y Avg Return:||17.35%|
|Rank in Category (ytd):||34|
|% Rank in Category (ytd):||2.45%|
|Morningstar Risk Rating:||5|
The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns.
The Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding Master fund, The Tax-Managed U.S. Marketwide Value Series (the "Tax-Managed U.S. Marketwide Value Series") of The DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. View More