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Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares (DWUSX)

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14.31 +0.05    +0.35%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 679.23M
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
DFA World ex US Targeted Val Instl 14.31 +0.05 +0.35%

DWUSX Overview

 
Find basic information about the Dfa World Ex U.s. Targeted Value Portfolio Institutional Class Shares 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 DWUSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change3.03%
Prev. Close14.26
Risk Rating
TTM Yield2.82%
ROE8.45%
IssuerDimensional Fund Advisors
Turnover8%
ROA3.23%
Inception Date41214
Total Assets679.23M
Expenses0.48%
Min. InvestmentN/A
Market Cap2.6B
CategoryForeign Small/Mid Value
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1077 975 1134 1173 1407 1736
Fund Return 7.69% -2.51% 13.35% 5.46% 7.07% 5.67%
Place in category 21 17 22 25 17 12
% in Category 42 28 46 50 36 37

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 35.85B 26.76 11.56 12.46
  DFA US Core Equity 2 I 33.94B 26.24 11.49 11.96
  DFA International Core Equity I 29.77B 7.04 4.48 5.79
  DFA Emerging Markets Core Equity I 26.99B 8.69 2.86 4.52
  DFA US Large Cap Value I 23.74B 21.86 10.75 9.52

Top Funds for Foreign Small/Mid Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA International Small Cap Value I 10.84B 10.08 7.45 6.05
  DFA International Vector Equity I 3.3B 7.53 4.99 5.86
  Free Market International Equity In 3.07B 8.34 5.81 5.04
  Kopernik Global All-Cap I 1.85B 5.41 2.84 8.71
  Pear Tree Polaris Fgn Val Sm Cap In 569.83M -0.51 1.67 5.01

Top Holdings

Name ISIN Weight % Last Change %
  Bank Ireland IE00BD1RP616 0.49 8.68 -0.57%
  Commerzbank DE000CBK1001 0.46 15.260 +0.13%
  Banco de Sabadell ES0113860A34 0.45 1.8545 +1.45%
  Marks & Spencer GB0031274896 0.44 380.40 +0.45%
  Covestro DE0006062144 0.44 58.00 +1.75%

Technical Summary

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