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DFA United Kingdom Small Company I Fund (DFUKX)

Fund performance review and position details on DFA United Kingdom Small Company I Fund (DFUKX)

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

DFA United Kingdom Small Company I Fund (DFUKX) HighlightDFA United Kingdom Small Company I Fund (DFUKX) Fund Summary

DFA United Kingdom Small Company I Fund (DFUKX) statistics as of May 30, 2016

Category: Miscellaneous Region
Fund Family: Dimensional Fund Advisors
Net Asset: $30.79M
Yield: 4.27%
Year-to-Date Return: -2.25%
Morningstar rating: 5

 

DFA United Kingdom Small Company I Fund (DFUKX) CostDFA United Kingdom Small Company I Fund (DFUKX) Cost

DFA United Kingdom Small Company I Fund (DFUKX) various investment related cost

Initial Investment: 0
Total Expense Ratio (Miscellaneous Region average): 0.58% (1.90%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 17.00%

 

DFA United Kingdom Small Company I Fund (DFUKX) PerformanceDFA United Kingdom Small Company I Fund (DFUKX) Performance

Most current DFA United Kingdom Small Company I Fund (DFUKX) Performance

1-month Performance (Miscellaneous Region category median performance): 1.57% (-2.58%)
3-month Performance (Miscellaneous Region category median performance): 8.15% (9.07%)
1 Year Performance (Miscellaneous Region category median performance): -7.30% (-8.07%)
3 Year Performance (Miscellaneous Region category median performance): 7.87% (-0.07%)
5 Year Performance (Miscellaneous Region category median performance): 8.97% (-2.21%)
Number of Years of positive return: 18 years
Number of Years of negative return: 11 years
3 year Alpha (Miscellaneous Region category average): 7.71 (0)
3 year Beta (Miscellaneous Region category average): 0.85 (0)
3 year Sharpe Ratio: 0.58
3 year Treynor: 9.19

DFA United Kingdom Small Company I Fund (DFUKX) topholdingTop Stock Holdings in DFA United Kingdom Small Company I Fund (DFUKX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Informa PLC1.77%0.00%
Smith (DS) PLC1.54%0.00%
Rightmove PLC1.51%0.00%
Halma PLC1.43%0.00%
Howden Joinery Group PLC1.28%0.00%
Rentokil Initial PLC1.28%0.00%
Bellway PLC1.27%0.00%
Inchcape PLC1.22%0.00%
Pennon Group PLC1.21%0.00%
Greene King PLC1.2%0.00%
*Note: The price change will reset to 0 after the midnight

 

DFA United Kingdom Small Company I Fund (DFUKX) Portfolio AllocationDFA United Kingdom Small Company I Fund (DFUKX) Fund Portfolio Allocation

DFA United Kingdom Small Company I Fund (DFUKX) Fund Portfolio Allocation data as of 04/2016

Stock99.01%
Bond0%
Cash0.18%
Other0.81%

 

DFA United Kingdom Small Company I Fund (DFUKX) CompareCompare with other Miscellaneous Region category mutual funds

Below are some additional Miscellaneous Region mutual funds generated out of our database

Fund1 Year3 year5 year
DFA United Kingdom Small Company I-7.307.878.97
Fidelity Nordic (FNORX)6.8412.527.96 Compare
Matthews Korea Investor (MAKOX)-4.817.985.74 Compare

See top fund managers for Miscellaneous Region Category Funds

 

DFA United Kingdom Small Company I Fund (DFUKX) PerformanceOther Financial Data Web Sites on DFA United Kingdom Small Company I Fund (DFUKX)

Addition research sites for DFA United Kingdom Small Company I Fund (DFUKX)

 

DFA United Kingdom Small Company I Fund (DFUKX) Related ResourcesSee more information on DFA United Kingdom Small Company I (DFUKX) Fund

Popular pages on DFA United Kingdom Small Company I (DFUKX) Fund

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