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Dfa U.s. Small Cap Value Portfolio Institutional Class (DFSVX)

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45.08 -0.04    -0.09%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 15.53B
DFA US Small Cap Value I 45.08 -0.04 -0.09%

Dfa U.s. Small Cap Value Portfolio Institutional Class 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. (ISIN: US2332038197)
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Rating
1-Year Change19.68%
Prev. Close45.12
Risk Rating
TTM Yield1.44%
ROE10.13%
IssuerDimensional Fund Advisors
Turnover25%
ROA4.41%
Inception DateMar 02, 1993
Total Assets15.53B
Expenses0.31%
Min. InvestmentN/A
Market Cap2.97B
CategorySmall Value
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1050 1050 1249 1331 1825 2237
Fund Return 4.98% 4.98% 24.9% 10.01% 12.79% 8.39%
Place in category 217 217 76 35 45 65
% in Category 45 45 20 11 17 20

Top Equity Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA US Core Equity 1 I 32.52B 10.49 10.50 11.80
  DFA US Core Equity 2 I 31.77B 10.00 10.16 11.16
  DFA International Core Equity I 31.12B 4.67 4.53 4.98
  DFA Emerging Markets Core Equity I 26.31B 2.38 -0.23 4.18
  DFA US Large Cap Value I 24.07B 11.19 9.24 9.31

Top Funds for Small Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Small Cap Value Index Admi 20.44B 7.13 7.31 8.87
  DFA US Targeted Value I 12.71B 4.63 9.72 8.77
  Vanguard Small Cap Value Index I 5.99B 7.13 7.32 8.89
  Victory Sycamore Small Company OppI 3.17B 3.84 5.47 9.53
  Undiscovered Managers Behavioral V6 2.98B 6.39 9.73 9.96

Top Holdings

Name ISIN Weight % Last Change %
Future on E-mini S&P 500 Futures - 1.02 - -
  Taylor Morrison Home US87724P1066 0.97 56.35 -1.31%
  United States Steel US9129091081 0.93 36.61 -3.51%
  Amkor US0316521006 0.91 29.86 +1.36%
  PVH US6936561009 0.84 112.87 +0.20%

Technical Summary

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