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DFA Tax-Managed US Equity (DTMEX)

On Feb 10: 11.36 USD  Up 0.15 (1.34%)  
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 DFA TAX-MANANGED U.S. EQUITY PO Delayed quote dataEdit
Net Asset Value:11.36
Trade Time:Feb 10
Change:Up 0.15 (1.34%)
Prev Close:11.21
YTD Return*:20.72%
Net Assets*:1.20B
Yield*:2.09%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for DTMEX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:1.20B
Category:Large Blend
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:20.72%
5y Avg Return:0.59%
Rank in Category (ytd):1495
% Rank in Category (ytd):73.97%
Beta (3y):0.97
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks long-term capital appreciation while minimizing federal income taxes on returns. The fund buys shares of a Master Fund that purchases stocks of United States companies on a market capitalization weighted basis. It generally will invest in a broad and diverse group of the common stocks of companies traded on a principal U.S. exchange or on the over-the-counter market.
Fund Profile


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