Send me a link:

*Text messaging rates may apply.

 Dow Up 0.17% Nasdaq Up 0.44%

DFA US Micro Cap I (DFSCX)

19.93 Down 0.05(0.25%) Jul 11
Prev Close:19.98
YTD Return*:1.46%
Net Assets*:5.05B
Yield*:0.61%

* As of 30-Jun-14

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

Top Holdings

Symbol% AssetsYTD Return %
SUNE0.5777.16
MANH0.5220.39
SUSS0.4023.65
PZZA0.37-5.31
ABG0.3529.10

Fund Basics

Morningstar Overall Rating:
Total Assets:5.05B
Category:Small Blend
Annual Report Expense Ratio (net):0.52%

Performance & Risk

YTD Return:1.46%
5y Avg Return:22.02%
Rank in Category (ytd):86
% Rank in Category (ytd):11.81%
Beta (3y):1.31
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund, using a market capitalization weighted approach, purchases a broad and diverse group of the securities of U.S. micro cap 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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback