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DFA US Micro Cap I Fund (DFSCX)

Fund performance review and position details on DFA US Micro Cap I Fund (DFSCX)

    Last Trade: $ on , Change: (0%)

DFA US Micro Cap I Fund (DFSCX) HighlightDFA US Micro Cap I Fund (DFSCX) Fund Summary

DFA US Micro Cap I Fund (DFSCX) statistics as of May 30, 2016

Category: Small Blend
Fund Family: Dimensional Fund Advisors
Net Asset: $5.02B
Yield: 0.94%
Year-to-Date Return: 3.07%
Morningstar rating: 4

 

DFA US Micro Cap I Fund (DFSCX) CostDFA US Micro Cap I Fund (DFSCX) Cost

DFA US Micro Cap I Fund (DFSCX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Small Blend average): 0.52% (1.22%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 12.00%

 

DFA US Micro Cap I Fund (DFSCX) PerformanceDFA US Micro Cap I Fund (DFSCX) Performance

Most current DFA US Micro Cap I Fund (DFSCX) Performance

1-month Performance (Small Blend category median performance): 1.07% (1.79%)
3-month Performance (Small Blend category median performance): 9.38% (10.88%)
1 Year Performance (Small Blend category median performance): -3.09% (-5.18%)
3 Year Performance (Small Blend category median performance): 8.25% (6.96%)
5 Year Performance (Small Blend category median performance): 9.49% (7.84%)
Number of Years of positive return: 24 years
Number of Years of negative return: 10 years
3 year Alpha (Small Blend category average): -2.58 (-4.16)
3 year Beta (Small Blend category average): 1.04 (1.06)
3 year Sharpe Ratio: 0.6
3 year Treynor: 7.86

DFA US Micro Cap I Fund (DFSCX) topholdingTop Stock Holdings in DFA US Micro Cap I Fund (DFSCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Russell 2000 Mini Jun16 Ifus 201606170.84%N/A
Hawaiian Holdings, Inc.0.5%0.00%
Sonic Corp.0.41%0.00%
Cantel Medical Corp. Common Sto0.37%0.00%
National Beverage Corp.0.37%0.00%
MUELLER WATER PRODUCTS Common S0.37%0.00%
ICU Medical, Inc.0.36%0.00%
Core-Mark Holding Company, Inc.0.35%0.00%
AMN Healthcare Services Inc AMN0.35%0.00%
*Note: The price change will reset to 0 after the midnight

 

DFA US Micro Cap I Fund (DFSCX) Portfolio AllocationDFA US Micro Cap I Fund (DFSCX) Fund Portfolio Allocation

DFA US Micro Cap I Fund (DFSCX) Fund Portfolio Allocation data as of 04/2016

Stock98.93%
Bond0%
Cash1.05%
Other0%

 

DFA US Micro Cap I Fund (DFSCX) CompareCompare with other Small Blend category mutual funds

Below are some additional Small Blend mutual funds generated out of our database

Fund1 Year3 year5 year
DFA US Micro Cap I-3.098.259.49
Voya Small Company W (ISMWX)0.399.509.36 Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)-1.7410.7010.01 Compare
CRM Small Cap Value Instl (CRISX)-1.578.116.99 Compare

See top fund managers for Small Blend Category Funds

 

DFA US Micro Cap I Fund (DFSCX) PerformanceOther Financial Data Web Sites on DFA US Micro Cap I Fund (DFSCX)

Addition research sites for DFA US Micro Cap I Fund (DFSCX)

 

DFA US Micro Cap I Fund (DFSCX) Related ResourcesSee more information on DFA US Micro Cap I (DFSCX) Fund

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