Credit: Shutterstock photoDFA US Micro Cap Institutional ( DFSCX ) a Zacks Rank #1 (Strong Buy) was incepted in December 1981 and is managed by Dimensional Fund Advisors Inc. DFSCX seeks long-term growth of capital. DFSCX is designed to capture the returns and diversification benefits of a broad cross-section of US small companies, on a market cap-weighted basis. Under normal circumstances DFSCX invests at least 80%of its net assets in securities of US companies whose size (market capitalization) falls within the smallest 4% of the market universe. DFSCX generally invests in a broad and diverse group of the common stocks of micro cap companies traded on a principal U.S. exchange or on the over-the-counter market.
This Small Blend fund, as of the last filing, allocates their fund in three major groups; Small Value, Small Growth and Precious Metal. Further, as of the last filing, Hawaiian Holdings Inc, American States Water Company and Sonic Corp were the top holdings for DFSCX.
DFA US Micro Cap Institutional, managed by Dimensional , carries an expense ratio of 0.52%. Moreover, DFSCX requires a minimal initial investment of $0.
DFSCX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 9.71% and 5 year 8.84%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
DFSCX's performance, as of the last filing, when compared to funds in its category was in the top 22% in 1 year, top 14% over the past 3 years, and in the 10% over the past 5 years.
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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.
