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DFA Tax-Managed US Marketwide Value (DTMMX)

On Feb 10: 12.12 USD  Up 0.18 (1.51%)  
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 DFA TAX MANAGED U.S. MARKETWIDE Delayed quote dataEdit
Net Asset Value:12.12
Trade Time:Feb 10
Change:Up 0.18 (1.51%)
Prev Close:12.12
YTD Return*:26.51%
Net Assets*:1.70B
Yield*:2.06%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for DTMMX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:1.70B
Category:Large Value
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:26.51%
5y Avg Return:0.20%
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 is called a feeder fund as it does not buy individual securities directly. Instead, it invests in corresponding mutual funds called master funds. Master funds in turn purchase stocks, bonds and/or other securities. It buys a master fund that purchases value stocks of U.S. companies on a market capitalization weighted basis.
Fund Profile


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