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DFA Japanese Small Company I (DFJSX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA Japanese Small Company I (DFJSX) Fund

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

 

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

Fund Manager Information

Fund Manager Tenure: 7.7 years
Fund Family: Dimensional Fund Advisors
Fund Category: Japan Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of DFA Japanese Small Company I Fund (DFJSX) ProfileDFA Japanese Small Company I Fund (DFJSX) Profile

Fund Profile and Description

DFA Japanese Small Company I Fund seeks long-term capital appreciation. The portfolio is a Feeder Portfolio. It invests substantially all assets in its corresponding Master Fund, The Japanese Small Company Series (the “Japanese Small Company Series”) which purchases a broad and diverse group of readily marketable stocks of small companies associated with Japan. Normally the Japanese Small Company Series invests at least 80% of net assets in securities of Japanese small companies that have a market capitalization below $1,405 million. The Japanese Small Company Series can lend its portfolio securities to generate additional income.

 

DFA Japanese Small Company I (DFJSX) Fund Strength What we like about DFA Japanese Small Company I (DFJSX) Fund

Data for DFA Japanese Small Company I Fund (DFJSX) as of May 30, 2016

  • DFA Japanese Small Company I Fund (DFJSX) management has been with DFA Japanese Small Company I Fund for 7.7 years
  • DFA Japanese Small Company I Fund (DFJSX) has good short-term performance (1-year return 3.39% vs -1.27% Japan Stock category median performance)
  • DFA Japanese Small Company I Fund (DFJSX) has good mid-term performance (3-year return 8.76% vs 8.02% Japan Stock category median performance)
  • DFA Japanese Small Company I Fund (DFJSX) has good Long-term performance (5-year return 8.25% vs 5.21% Japan Stock category median performance)
  • DFA Japanese Small Company I Fund (DFJSX) has a Morningstar rating of 4 and above
  • Asset base in DFA Japanese Small Company I Fund (DFJSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA Japanese Small Company I Fund (DFJSX) has an annual stock turnover rate of 16.00% vs Japan Stock average of 41.41%. It is good that DFA Japanese Small Company I management does not trade extensively for its return.
  • DFA Japanese Small Company I Fund (DFJSX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.46, lower than category average of 13.32
  • DFA Japanese Small Company I Fund (DFJSX) has a lower expense ratio than its Japan Stock average: 0.54% vs 1.44%
  • DFA Japanese Small Company I Fund (DFJSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA Japanese Small Company I Fund (DFJSX) Weakness What we are cautious about DFA Japanese Small Company I (DFJSX) Fund

Data for DFA Japanese Small Company I Fund (DFJSX) as of May 30, 2016

  • DFA Japanese Small Company I Fund (DFJSX) ratio of up-years vs down years can be improved
See DFA Japanese Small Company I Fund (DFJSX) performance details as of May 30, 2016

 

What do you think?

 

Compare DFA Japanese Small Company I Fund (DFJSX)Compare with other top Japan Stock category mutual funds

Aadditional top Japan Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA Japanese Small Company I1.273.398.768.25
Fidelity Japan Smaller Companies (FJSCX)3.114.978.0211.63Compare
Matthews Japan Investor (MJFOX)2.905.3411.0110.34Compare
T. Rowe Price Japan (PRJPX)5.834.358.168.30Compare

See top fund managers for Japan Stock Category Funds

 

Compare DFA Japanese Small Company I Fund (DFJSX)Compare with Japan Stock category ETFs

Some Japan Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree Japan SmallCap Dividend ETF (DFJ)0.80%3.17%8.94%
iShares MSCI Japan (EWJ)000
iShares MSCI Japan Small-Cap (SCJ)000
First Trust Japan AlphaDEX ETF (FJP)-1.02%-8.27%5.01%
Deutsche X-trackers MSCI Japan Hedged Eq (DBJP)-10.66%-19.19%6.71%

 

Graph of DFA Japanese Small Company I Fund (DFJSX) Net Asset TrackingDFA Japanese Small Company I (DFJSX) Fund Net Asset

Track net asset change of DFA Japanese Small Company I fund (DFJSX)

DateNet Asset
05/2016$435.77M
03/2016$419.70M
02/2016$396.06M
More historic net asset information on DFA Japanese Small Company I Fund (DFJSX)

  

Graph of DFA Japanese Small Company I Fund (DFJSX) Portfolio TrackingDFA Japanese Small Company I (DFJSX) Fund Portfolio Allocation

Track portfolio allocation change of DFA Japanese Small Company I fund (DFJSX)

DateCashStockBondOther
04/20160.17%99.33%0%0.5%
02/20160.17%99.54%0%0.29%
01/20160.03%99.71%0%0.26%
Click here to see more historic asset allocation information on DFA Japanese Small Company I Fund (DFJSX)

 

graph of DFA Japanese Small Company I Fund (DFJSX) Top 10 Position TrackingTop 10 Holdings in DFA Japanese Small Company I (DFJSX) Fund

Discover what DFA Japanese Small Company I Fund (DFJSX) manager is buying

Apr 29, 2016
AOYAMA TRADING CO [0.44%]
FURUKAWA ELEC LTD [0.44%]
SUMITOMO OSAKA CEMEN [0.42%]
SAPPORA HOLDINGS LTD [0.41%]
UNY GROUP HOLDINGS [0.41%]

Feb 28, 2016
IT Holdings Corp [0.48%]
AOYAMA TRADING CO [0.46%]
FURUKAWA ELEC LTD [0.41%]
Nihon M&A Center Inc [0.39%]
UNY GROUP HOLDINGS [0.39%]
DAIFUKU CO LTD [0.38%]

Jan 30, 2016
AOYAMA TRADING CO [0.48%]
IT Holdings Corp [0.44%]
Kyushu Financial Group Inc [0.42%]
UBE INDS LTD ORD [0.41%]
SUMITOMO OSAKA CEMEN [0.4%]
DAIFUKU CO LTD [0.39%]
Click here for Stock Holding Change Map in DFA Japanese Small Company I Fund (DFJSX)

  

Latest News on DFA Japanese Small Company I (DFJSX) Fund

See what is happening with DFA Japanese Small Company I Fund (DFJSX)

 

DFA Japanese Small Company I Fund (DFJSX) Related ResourcesSee more information on DFA Japanese Small Company I (DFJSX) Fund

Popular pages on DFA Japanese Small Company I (DFJSX) Fund

  

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