DISVX - DFA International Small Cap Value Portfolio Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.51
+0.19 (+1.10%)
At close: 8:00PM EDT
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Previous Close17.32
YTD Return12.25%
Expense Ratio (net)0.68%
CategoryForeign Small/Mid Value
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingHigh
Sustainability Rating
Net Assets13.8B
Beta (3Y Monthly)1.13
Yield1.90%
5y Average ReturnN/A
Holdings Turnover23.00%
Last Dividend0.27
Average for CategoryN/A
Inception DateDec 29, 1994
  • Morningstar2 months ago

    9 Fund Upgrades, 10 Downgrades in March

    The SMAs reflect investment performance of the model portfolios as they were implemented by the asset manager. Advisors can customize model portfolios in client accounts, and the models' performance may vary significantly from the composites. Lead manager Ed Bousa's steady execution at subadvisor Wellington Management earned Hartford Dividend and Growth HDGYX an upgrade to Silver from Bronze.

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