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DFA U.S. Small Cap Value Portfolio Institutional Class (DFSVX)

US Funds

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60.21 +0.21 +0.35%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 18.86B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSVX Overview

Find basic information about the DFA U.S. Small Cap Value 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 DFSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change17.97%

Prev. Close60

Risk Rating

TTM Yield1.50%

ROE7.32%

IssuerDimensional Fund Advisors

Turnover6%

ROA2.75%

Inception DateMar 02, 1993

Total Assets18.86B

Expenses0.31%

Min. InvestmentN/A

Market Cap4.52B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1216	1056	1244	1588	1760	2965
Fund Return	21.61%	5.56%	24.39%	16.66%	11.97%	11.48%
Place in category	173	194	171	116	34	36
% in Category	38	45	36	27	10	12

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 Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Value Index Admi	23.68B	17.00	15.74	10.52
DFA US Targeted Value I	16.34B	20.17	16.19	11.72
Vanguard Small Cap Value Index I	7.21B	17.00	15.75	10.53
Invesco SmallCapValue Y	6.32B	24.92	25.52	17.12
Undiscovered Managers Behavioral V6	2.77B	13.91	11.83	10.02

Top Holdings

Name	ISIN	Weight %	Last	Change %
HF Sinclair	-	1.06	115.22	+1.64%
Future on E-mini S&P 500 Futures	ADI2VD0L0	0.97	-	-
BorgWarner	-	0.87	60.26	-0.43%
Elanco Animal Health	-	0.84	22.51	+1.67%
Invesco	-	0.77	30.50	-0.52%

Technical Summary

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

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