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DFA Tax-Managed US Small Cap

DFTSX
40.32
+0.24
+0.60%
5/19/2017
5 Years
  • Previous Close

    40.08

  • Net Assets

    2.62B

  • Yield

    0.85%

  • Front load

    None

  • Expenses

    0.52%

  • Category

    Small Blend

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Dimensional Fund Advisors

Fund Style

Open

Fund Manager

Jed Fogdall

Investment Style

Small Blend

The investment seeks to achieve long-term capital appreciation while minimizing federal income taxes on returns. The fund, using a market capitalization weighted approach, generally purchases a broad and diverse group of readily marketable securities of U.S. small cap companies. As a non-fundamental policy, under normal circumstances, it will invest at least 80% of its net assets in securities of small cap U.S. companies.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

12/15/1998

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