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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: $19.05 on 12/18/2014, Change: +0.27 (1.44%)

 

Graph of DFA US Micro Cap I Fund (DFSCX) ManagerFund Manager - Stephen A. Clark

Fund Manager Information

Fund Manager Tenure: 6.7 years
Similar Funds: DFSTX 
Fund Family: Dimensional Fund Advisors
Fund Category: Small Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (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 Stephen A. Clark

 

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 Nov 29, 2014

  • DFA US Micro Cap I Fund (DFSCX) management has been with DFA US Micro Cap I Fund for 6.7 years
  • DFA US Micro Cap I Fund (DFSCX) has good mid-term performance (3-year return 19.87% vs 17.59% Small Blend category median performance)
  • DFA US Micro Cap I Fund (DFSCX) has good Long-term performance (5-year return 18.71% vs 16.04% 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
  • DFA US Micro Cap I Fund (DFSCX) has an annual stock turnover rate of 15.00% vs Small Blend average of 46.58%. 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 1.26%
  • 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 Nov 29, 2014

  • DFA US Micro Cap I Fund (DFSCX) has a less-than-ideal short-term performance (1-year return 1.44% vs 4.13% Small Blend category median performance)
  • 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 13.63 that is higher than category average of 12.82
See DFA US Micro Cap I Fund (DFSCX) performance details as of Nov 29, 2014

 

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 I-0.431.4419.8718.71
Invesco Select Companies R5 (ATIIX)10.2612.9716.1818.66Compare
Bogle Small Cap Growth Instl (BOGIX)2.487.1123.5120.26Compare
Bridgeway Ultra-Small Company Market (BRSIX)0.121.8123.0617.52Compare

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 Morningstar Small Core Index (JKJ)7.55%9.74%19.90%
Vanguard Small Cap ETF (VB)6.28%8.98%20.17%
Schwab U.S. Small-Cap ETF (SCHA)4.74%7.06%20.09%
RevenueShares Small Cap (RWJ)3.19%5.84%21.89%
SPDR S&P 600 Small Cap ETF (SLY)3.73%4.98%19.75%

 

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
11/2014$4.99B
10/2014$5.02B
09/2014$5.00B
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
09/20140.24%99.69%0%0.01%
08/20140.05%99.67%0%0.21%
07/20140%0%0%0%
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

Sep 29, 2014
SunEdison, Inc. Common Stock [0.53%]
Cal-Maine Foods, Inc. [0.38%]
Asbury Automotive Group Inc Com [0.37%]
Manhattan Associates, Inc. [0.37%]
Integrated Device Technology, I [0.37%]
Methode Electronics, Inc. Commo [0.36%]
The Andersons, Inc. [0.36%]
Greenbrier Companies, Inc. (The [0.36%]
EnLink Midstream, LLC Common Un [0.35%]
Heartland Payment Systems, Inc. [0.35%]

Aug 30, 2014
SunEdison, Inc. Common Stock [0.63%]
Asbury Automotive Group Inc Com [0.38%]
Manhattan Associates, Inc. [0.37%]
The Andersons, Inc. [0.37%]
Integrated Device Technology, I [0.36%]
The Finish Line, Inc. [0.34%]
EnLink Midstream, LLC Common Un [0.34%]
Heartland Payment Systems, Inc. [0.33%]
Greenbrier Companies, Inc. (The [0.33%]
G-III Apparel Group, LTD. [0.32%]

Jul 30, 2014
SunEdison, Inc. Common Stock [0.6%]
Susser Holdings Corp [0.41%]
Manhattan Associates, Inc. [0.4%]
Asbury Automotive Group Inc Com [0.39%]
EnLink Midstream, LLC Common Un [0.36%]
Heartland Payment Systems, Inc. [0.35%]
Grand Canyon Education, Inc. [0.33%]
Electronics for Imaging, Inc. [0.33%]
Integrated Device Technology, I [0.33%]
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

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