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DFA U.S. Targeted Value Portfolio Institutional Class (DFFVX)

US Funds

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42.27 +0.10 +0.24%

05/10 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 16.34B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFFVX Overview

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

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Rating

1-Year Change15.6%

Prev. Close42.17

Risk Rating

TTM Yield1.49%

ROE10.40%

IssuerDimensional Fund Advisors

Turnover7%

ROA3.69%

Inception DateFeb 23, 2000

Total Assets16.34B

Expenses0.29%

Min. InvestmentN/A

Market Cap5.63B

CategorySmall Value

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1202	1058	1230	1569	1734	3029
Fund Return	20.17%	5.85%	22.96%	16.19%	11.63%	11.72%
Place in category	222	159	200	141	38	32
% in Category	50	41	45	33	11	11

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 Small Cap Value I	18.86B	21.61	16.66	11.48
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 %
Future on E-mini S&P 500 Futures	ADI2VD0L0	0.92	-	-
Permian Resources	-	0.73	22.350	+0.54%
Ovintiv	-	0.71	61.48	+0.87%
Ball	-	0.69	57.43	+0.56%
HF Sinclair	-	0.69	114.60	-0.54%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA US Targeted V.	42.27	+0.10	+0.24%
	Amundi Index Solu.	1,792.20	0.00	0.00%