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DFA US Micro Cap I (DFSCX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA US Micro Cap I (DFSCX) Fund

    Last Trade: $17.97 on 5/27/2016, Change: +0.15 (0.84%)

 

Graph of DFA US Micro Cap I Fund (DFSCX) ManagerFund Manager - Joseph H. Chi

Fund Manager Information

Fund Manager Tenure: 4.3 years
Similar Funds: DFSTX 
Fund Family: Dimensional Fund Advisors
Fund Category: Small Blend
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)
Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University.  Get more insights on Joseph H. Chi

 

Graph of DFA US Micro Cap I Fund (DFSCX) ProfileDFA US Micro Cap I Fund (DFSCX) Profile

Fund Profile and Description

DFA US Micro Cap I Fund seeks long-term capital appreciation. DFA US Micro Cap I Fund normally invests at least 80% of net assets in securities of U.S. micro cap companies. It can invest in derivatives, such as futures contracts and options on futures contracts for U.S. equity securities and indices. DFA US Micro Cap I Fund can also lend its portfolio securities to generate additional income.

 

DFA US Micro Cap I (DFSCX) Fund Strength What we like about DFA US Micro Cap I (DFSCX) Fund

Data for DFA US Micro Cap I Fund (DFSCX) as of Mar 30, 2016

  • DFA US Micro Cap I Fund (DFSCX) management has been with DFA US Micro Cap I Fund for 4.3 years
  • DFA US Micro Cap I Fund (DFSCX) has good short-term performance (1-year return -5.71% vs -8.11% Small Blend category median performance)
  • DFA US Micro Cap I Fund (DFSCX) has good mid-term performance (3-year return 9.02% vs 7.02% Small Blend category median performance)
  • DFA US Micro Cap I Fund (DFSCX) has good Long-term performance (5-year return 8.97% vs 7.26% Small Blend category median performance)
  • DFA US Micro Cap I Fund (DFSCX) ratio of up-years vs down years is greater than 2
  • DFA US Micro Cap I Fund (DFSCX) has a Morningstar rating of 4 and above
  • Asset base in DFA US Micro Cap I Fund (DFSCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • DFA US Micro Cap I Fund (DFSCX) has an annual stock turnover rate of 12.00% vs Small Blend average of 51.51%. It is good that DFA US Micro Cap I management does not trade extensively for its return.
  • DFA US Micro Cap I Fund (DFSCX) has a lower expense ratio than its Small Blend average: 0.52% vs 1.22%
  • DFA US Micro Cap I Fund (DFSCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA US Micro Cap I Fund (DFSCX) Weakness What we are cautious about DFA US Micro Cap I (DFSCX) Fund

Data for DFA US Micro Cap I Fund (DFSCX) as of Mar 30, 2016

  • DFA US Micro Cap I Fund (DFSCX) is less safe compared to its Small Blend peers
  • DFA US Micro Cap I Fund (DFSCX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.06 that is higher than category average of 14.58
See DFA US Micro Cap I Fund (DFSCX) performance details as of Mar 30, 2016

 

What do you think?

 

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

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA US Micro Cap I0.90-5.719.028.97
Natixis Vaughan Nelson Small Cap Value A (NEFJX)0.17-5.9010.228.89Compare
Shelton S&P Smallcap Index Direct (SMCIX)2.65-2.8710.3810.52Compare
Steward Small-Mid Cap Enhanced Idx Indv (TRDFX)3.36-5.388.618.69Compare

See top fund managers for Small Blend Category Funds

 

Compare DFA US Micro Cap I Fund (DFSCX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Russell 2000 (IWM)-1.47%-9.74%6.88%
Vanguard Russell 2000 ETF (VTWO)-1.50%-9.72%6.90%
Schwab US Small-Cap ETF (SCHA)0.37%-8.22%8.23%
PowerShares FTSE RAFI US 1500 Sm-Mid ETF (PRFZ)0.59%-8.15%7.91%
WisdomTree SmallCap Earnings ETF (EES)1.68%-7.87%7.83%

 

Graph of DFA US Micro Cap I Fund (DFSCX) Net Asset TrackingDFA US Micro Cap I (DFSCX) Fund Net Asset

Track net asset change of DFA US Micro Cap I fund (DFSCX)

DateNet Asset
03/2016$4.90B
02/2016$4.60B
01/2016$4.58B
More historic net asset information on DFA US Micro Cap I Fund (DFSCX)

  

Graph of DFA US Micro Cap I Fund (DFSCX) Portfolio TrackingDFA US Micro Cap I (DFSCX) Fund Portfolio Allocation

Track portfolio allocation change of DFA US Micro Cap I fund (DFSCX)

DateCashStockBondOther
02/20161.14%98.85%0%0%
01/20163.27%96.72%0%0%
12/20150.51%99.46%0%0.02%
Click here to see more historic asset allocation information on DFA US Micro Cap I Fund (DFSCX)

 

graph of DFA US Micro Cap I Fund (DFSCX) Top 10 Position TrackingTop 10 Holdings in DFA US Micro Cap I (DFSCX) Fund

Discover what DFA US Micro Cap I Fund (DFSCX) manager is buying

Feb 28, 2016
Russell 2000 Mini Mar16 Ifus 20160318 [0.83%]
Hawaiian Holdings, Inc. [0.55%]
WD-40 Company [0.39%]
Cantel Medical Corp. Common Sto [0.38%]
Sonic Corp. [0.38%]
Stamps.com Inc. [0.37%]
American States Water Company C [0.37%]
Heartland Payment Systems, Inc. [0.35%]
ICU Medical, Inc. [0.35%]

Jan 30, 2016
Russell 2000 Mini Mar16 Ifus 20160318 [2.48%]
Hawaiian Holdings, Inc. [0.44%]
American States Water Company C [0.39%]
Sonic Corp. [0.37%]
Core-Mark Holding Company, Inc. [0.37%]
ICU Medical, Inc. [0.36%]
WD-40 Company [0.36%]
Popeyes Louisiana Kitchen, Inc. [0.35%]
Dycom Industries, Inc. Common S [0.35%]
Cantel Medical Corp. Common Sto [0.35%]

Dec 30, 2015
Dycom Industries, Inc. Common S [0.46%]
Interactive Brokers Group, Inc. [0.45%]
MedAssets, Inc. [0.44%]
Hawaiian Holdings, Inc. [0.43%]
ICU Medical, Inc. [0.42%]
Sonic Corp. [0.4%]
Natus Medical Incorporated [0.38%]
National Beverage Corp. [0.37%]
OSI Systems, Inc. [0.37%]
Core-Mark Holding Company, Inc. [0.36%]
Click here for Stock Holding Change Map in DFA US Micro Cap I Fund (DFSCX)

  

Latest News on DFA US Micro Cap I (DFSCX) Fund

See what is happening with 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

Popular pages on DFA US Micro Cap I (DFSCX) Fund

  

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