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DFA Continental Small Company I (DFCSX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Continental Small Company I (DFCSX) Fund

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

 

Graph of DFA Continental Small Company I Fund (DFCSX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 9.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Europe Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of DFA Continental Small Company I Fund (DFCSX) ProfileDFA Continental Small Company I Fund (DFCSX) Profile

Fund Profile and Description

DFA Continental Small Company I Fund seeks long-term capital appreciation. The portfolio is a Feeder Portfolio. It invests substantially all assets in the Continental Small Company Series of the trust. The master fund normally invests at least 80% of net assets in securities of small companies located in continental Europe and can lend its portfolio securities to generate additional income.

 

DFA Continental Small Company I (DFCSX) Fund Strength What we like about DFA Continental Small Company I (DFCSX) Fund

Data for DFA Continental Small Company I Fund (DFCSX) as of May 30, 2016

  • DFA Continental Small Company I Fund (DFCSX) management has been with DFA Continental Small Company I Fund for 9.2 years
  • DFA Continental Small Company I Fund (DFCSX) has good short-term performance (1-year return 1.93% vs -10.07% Europe Stock category median performance)
  • DFA Continental Small Company I Fund (DFCSX) has good mid-term performance (3-year return 10.25% vs 2.97% Europe Stock category median performance)
  • DFA Continental Small Company I Fund (DFCSX) has good Long-term performance (5-year return 4.36% vs 3.04% Europe Stock category median performance)
  • DFA Continental Small Company I Fund (DFCSX) ratio of up-years vs down years is greater than 2
  • Asset base in DFA Continental Small Company I Fund (DFCSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA Continental Small Company I Fund (DFCSX) has an annual stock turnover rate of 13.00% vs Europe Stock average of 48.12%. It is good that DFA Continental Small Company I management does not trade extensively for its return.
  • DFA Continental Small Company I Fund (DFCSX) has a lower expense ratio than its Europe Stock average: 0.55% vs 1.41%
  • DFA Continental Small Company I Fund (DFCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA Continental Small Company I Fund (DFCSX) Weakness What we are cautious about DFA Continental Small Company I (DFCSX) Fund

Data for DFA Continental Small Company I Fund (DFCSX) as of May 30, 2016

  • DFA Continental Small Company I Fund (DFCSX) has a Morningstar rating of 3 and below
  • DFA Continental Small Company I Fund (DFCSX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.43 that is higher than category average of 13.08
See DFA Continental Small Company I Fund (DFCSX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA Continental Small Company I Fund (DFCSX)Compare with other top Europe Stock category mutual funds

Aadditional top Europe Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Continental Small Company I3.171.9310.254.36
Invesco European Growth A (AEDAX)0.14-5.094.154.57Compare

See top fund managers for Europe Stock Category Funds

 

Compare DFA Continental Small Company I Fund (DFCSX)Compare with Europe Stock category ETFs

Some Europe Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Europe (IEV)000
SPDR EURO STOXX 50 ETF (FEZ)000
SPDR STOXX Europe 50 ETF (FEU)000
WisdomTree Europe Hedged Equity ETF (HEDJ)-0.17%-9.90%7.10%
Vanguard FTSE Europe ETF (VGK)0.02%-9.82%2.36%

 

Graph of DFA Continental Small Company I Fund (DFCSX) Net Asset TrackingDFA Continental Small Company I (DFCSX) Fund Net Asset

Track net asset change of DFA Continental Small Company I fund (DFCSX)

DateNet Asset
05/2016$311.89M
03/2016$305.42M
02/2016$281.05M
More historic net asset information on DFA Continental Small Company I Fund (DFCSX)

  

Graph of DFA Continental Small Company I Fund (DFCSX) Portfolio TrackingDFA Continental Small Company I (DFCSX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Continental Small Company I fund (DFCSX)

DateCashStockBondOther
04/20160.46%98.36%0%1.13%
02/20160.91%97.44%0%1.6%
01/20160.36%98.28%0%1.31%
Click here to see more historic asset allocation information on DFA Continental Small Company I Fund (DFCSX)

 

graph of DFA Continental Small Company I Fund (DFCSX) Top 10 Position TrackingTop 10 Holdings in DFA Continental Small Company I (DFCSX) Fund

Discover what DFA Continental Small Company I Fund (DFCSX) manager is buying

Apr 29, 2016
GENMAB A/S DKK [0.8%]
Teleperformance SE [0.78%]
ELISA CORP SH A [0.68%]
LEG Immobilien AG [0.67%]
Gamesa Corporacion Tecnologica SA [0.62%]
Lanxess AG [0.61%]
Arkema SA [0.6%]
MTU Aero Engines AG [0.58%]
Prysmian SpA [0.58%]
NOKIAN TYRES PLC [0.57%]

Feb 28, 2016
Teleperformance SE [0.74%]
GENMAB A/S DKK [0.73%]
ELISA CORP SH A [0.72%]
Paddy Power Betfair PLC [0.7%]
Gamesa Corporacion Tecnologica SA [0.66%]
LEG Immobilien AG [0.65%]
BALOISE HLDG BASEL [0.63%]
MTU Aero Engines AG [0.62%]
NOKIAN TYRES PLC [0.56%]
Prysmian SpA [0.56%]

Jan 30, 2016
Teleperformance SE [0.82%]
GENMAB A/S DKK [0.77%]
ELISA CORP SH A [0.75%]
Paddy Power Betfair PLC [0.71%]
Gamesa Corporacion Tecnologica SA [0.67%]
LEG Immobilien AG [0.66%]
MTU Aero Engines AG [0.64%]
NOKIAN TYRES PLC [0.6%]
freenet AG [0.57%]
Prysmian [0.57%]
Click here for Stock Holding Change Map in DFA Continental Small Company I Fund (DFCSX)

  

Latest News on DFA Continental Small Company I (DFCSX) Fund

See what is happening with DFA Continental Small Company I Fund (DFCSX)

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DFA Continental Small Company I Fund (DFCSX) Related ResourcesSee more information on DFA Continental Small Company I (DFCSX) Fund

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