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DFA Tax-Managed US Small Cap (DFTSX)

On Feb 10: 17.20 USD  Up 0.26 (1.53%)  
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 DFA TAX MANAGED U.S. SMALL CAP Delayed quote dataEdit
Net Asset Value:17.20
Trade Time:Feb 10
Change:Up 0.26 (1.53%)
Prev Close:17.20
YTD Return*:16.74%
Net Assets*:977.68M
Yield*:1.03%
* As of 30-Nov-09
[Chart]
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 HEADLINES 
No headlines available for DFTSX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:977.68M
Category:Small Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:16.74%
5y Avg Return:-1.76%
Rank in Category (ytd):486
% Rank in Category (ytd):73.97%
Beta (3y):1.19
Morningstar Risk Rating:Above average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks capital appreciation. The fund normally invests in companies whose market capitalizations are equal to those in the sixth to tenth deciles of those listed on the New York Stock Exchange. It usually invests at least 80% of assets in U.S. stocks that the advisor believes are undervalued. The fund may invest up to 15% of assets in illiquid securities. It may invest up to 5% of assets in foreign securities listed on exchanges in the United States.
Fund Profile


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