DFA Tax-Managed US Targeted Value (DTMVX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for DTMVX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.44%|
Performance & Risk
|5y Avg Return:||27.73%|
|Rank in Category (ytd):||68|
|% Rank in Category (ytd):||17.44%|
|Morningstar Risk Rating:||4|
The investment seeks long-term capital appreciation while minimizing federal income taxes on returns.
The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of readily marketable securities of U.S. small and mid cap companies that the Advisor determines to be value stocks. As a non-fundamental policy, under normal circumstances, the Tax-Managed U.S. Targeted Value Portfolio will invest at least 80% of its net assets in securities of U.S. companies. View More