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DFA U.S. Small Cap Portfolio Institutional Class (DFSTX)

US Funds

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59.68 +0.27 +0.45%

05/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 18.9B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSTX Overview

Find basic information about the DFA U.S. Small Cap Portfolio Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add DFSTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change14.34%

Prev. Close59.41

Risk Rating

TTM Yield0.97%

ROE13.69%

IssuerDimensional Fund Advisors

Turnover4%

ROA4.71%

Inception DateMar 19, 1992

Total Assets18.9B

Expenses0.27%

Min. InvestmentN/A

Market Cap5.28B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1180	1038	1205	1533	1519	2773
Fund Return	18.02%	3.77%	20.51%	15.3%	8.73%	10.74%
Place in category	338	234	343	252	124	146
% in Category	56	42	58	45	22	34

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA International Core Equity I	41.99B	15.34	20.33	10.28
DFA US Core Equity 1 I	41.57B	14.45	19.73	14.41
DFA US Core Equity 2 I	38.81B	14.50	19.42	13.99
DFA Emerging Markets Core Equity I	38.02B	20.56	20.87	9.61
DFA US Large Cap Value I	25.23B	22.22	19.34	11.93

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	64.79B	16.74	15.81	10.98
Fidelity Small Cap Index Instl Pre	32.65B	20.08	17.58	10.68
Vanguard Small Cap Index I	23.92B	16.75	15.83	10.99
Vanguard Small Cap Index InstlPlus	15.56B	16.76	15.84	11.00
Vanguard Tax-Managed Small Cap Adm	9.96B	21.01	14.62	10.53

Top Holdings

Name	ISIN	Weight %	Last	Change %
Future on E-mini S&P 500 Futures	ADI2VD0L0	1.41	-	-
IES Holdings	-	0.55	341.85	+0.66%
Moog A	-	0.32	375.74	-1.39%
TTM	-	0.31	132.71	-0.32%
Jazz Pharmaceuticals	IE00B4Q5ZN47	0.28	231.39	-1.97%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Neutral	Strong Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Buy	Sell	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Small Cap .	59.68	+0.27	+0.45%