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DFA Tax-Managed US Marketwide Value (DTMMX)

24.07 0.00(0.00%) Apr 24
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Prev Close:24.07
YTD Return*:1.01%
Net Assets*:3.38B
Yield*:1.34%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for DTMMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CMCSA4.17-3.48
T3.011.11
GE2.80-6.92
PFE2.675.16
COP2.550.50

Fund Basics

Morningstar Overall Rating:
Total Assets:3.38B
Category:Large Value
Annual Report Expense Ratio (net):0.37%

Performance & Risk

YTD Return:1.01%
5y Avg Return:26.33%
Rank in Category (ytd):91
% Rank in Category (ytd):6.98%
Beta (3y):1.24
Morningstar Risk Rating:5

Fund Summary

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
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