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DFA Tax-Managed US Marketwide Value II (DFMVX)

On Feb 10: 11.66 USD  Up 0.17 (1.48%)  
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 DFA TAX-MANAGED U.S. MARKETWIDE Delayed quote dataEdit
Net Asset Value:11.66
Trade Time:Feb 10
Change:Up 0.17 (1.48%)
Prev Close:11.66
YTD Return*:26.50%
Net Assets*:700.82M
Yield*:2.22%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for DFMVX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:700.82M
Category:Large Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:26.50%
5y Avg Return:0.32%
Rank in Category (ytd):193
% Rank in Category (ytd):14.93%
Beta (3y):1.29
Morningstar Risk Rating:High
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund normally purchase shares of a master fund that buys value stocks of U.S. companies on a market capitalization weighted basis in each applicable country. It invests in the common stocks of U.S. companies which the advisor determines to be ?value? stocks at the time of purchase.
Fund Profile


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