YHD - Delayed Quote USD

LWAS/DFA International High Book To Mkt (DFHBX)

8.77 +0.06 (+0.69%)
At close: June 28 at 6:07 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Protected Investors of America
  • Pershing FundCenter
  • Schwab Institutional
  • TD Ameritrade Institutional Services
  • Shareholders Services Group
  • CommonWealth PPS
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Raymond James WRAP Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Matrix Financial Solutions
  • TD Ameritrade Institutional
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • DailyAccess Corporation Matrix

Fund Summary

The investment seeks long-term capital appreciation. The LWAS/DFA International High Book to Market Portfolio is a Feeder Portfolio and pursues its objective by investing substantially all of its assets in its corresponding master fund, the DFA International Value Series (the "DFA International Value Series") of the DFA Investment Trust Company (the "Trust"), which has the same investment objective and policies as the Portfolio. The DFA International Value Series, using a market capitalization weighted approach, generally purchases securities of large non-U.S. companies in countries with developed markets that the Advisor determines to be value stocks.

Fund Overview

Category Foreign Large Value
Fund Family Dimensional Fund Advisors
Net Assets 58.7M
YTD Return 26.27%
Yield 2.95%
Morningstar Rating
Inception Date Jun 10, 1993

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Related Tickers