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Framework of DFA Tax-Managed US Small Cap Fund (DFTSX)

DFA Tax-Managed US Small Cap Fund ( DFTSX ) seeks long-term capital appreciation. Under normal circumstances, DFTSX invests at least 80% of its net assets in securities of US companies whose size (market capitalization) falls within the smallest 8% of the market universe. The market universe is comprised of companies listed on the New York Stock Exchange, American Stock Exchange, and NASDAQ National Market System.

This All Cap Growth product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 7.5% and 5 year 16.2%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

DFTSX's performance, as of the last filing, when compared to funds in its category was in the top 19% over the past 1 year, and in the top 20% over the past 3 years and in the top 6% over the past 5 years.

The DFA Tax-Managed US Small Cap fund, as of the last filing, allocates their fund in two major groups; Small Value and Large Value. Further, as of the last filing, United States Steel Corp, Marketaxess and Endurance Specialty Holdings Ltd were the top holdings for DFTSX.

This Zacks Rank #1 (Strong Buy) was incepted in December 1998 and is managed by Dimensional . DFTSX carries an expense ratio of 0.52% and requires a minimal initial investment of $0.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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