DFA US Small Cap Value I
DFA Investment Trust Co6300 Bee Cave Road,Building One
Map
Phone: 888-576-1167
| Category: | Small Value | | Fund Family: | Dimensional Fund Advisors | | Net Assets: | 8.04B | | Year-to-Date Return: | 13.75% | | Yield: | 1.26% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 2, 1993 |
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Stephen A. Clark
Lead Manager since Mar 29, 2008 | | |
| Min Initial Investment: | 0 | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to achieve long-term capital appreciation.
The fund normally will invest at least 80% of its net assets in securities of small cap U.S. 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. |
| Last Dividend
(Mar 8, 2013)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 16, 2013)
:
| 15.00% | | Average for Category: | 55.95% |
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| Expense | DFSVX | Category Avg |
|---|
| Total Expense Ratio: | 0.52% | 1.41% | | Prospectus Net Expense Ratio: | 0.52% | N/A | | Prospectus Gross Expense Ratio: | 0.52% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.44% | | Max Deferred Sales Load:
| N/A | 2.33% | | 3 Yr Expense Projection*: | 167 | 727 | | 5 Yr Expense Projection*: | 291 | 1,148 | | 10 Yr Expense Projection*: | 653 | 2,194 |
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1.77%