DFA Tax-Managed US Marketwide Value (DTMMX)
* As of 30-Apr-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:||14.72%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||2.05%|
|Morningstar Risk Rating:||5|
The investment seeks to achieve long-term capital appreciation.
The Tax-Managed Value Series, using a market capitalization weighted approach, generally purchases a broad and diverse group of securities of U.S. companies that the Advisor determines to be value stocks at the time of purchase. A company's market capitalization is the number of its shares outstanding times its price per share. As a non-fundamental policy, under normal circumstances, the Tax-Managed Value Series will invest at least 80% of its net assets in securities of U.S. companies. View More