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DFA United Kingdom Small Company I (DFUKX) Fund Ranking and Research

Ranking, Research and Recommendation of DFA United Kingdom Small Company I (DFUKX) Fund

    Last Trade: $31.18 on 5/26/2017, Change: -0.22 (-0.7%)

 

Graph of DFA United Kingdom Small Company I Fund (DFUKX) ManagerFund Manager - Jed S. Fogdall

Fund Manager Information

Fund Manager Tenure: 7.2 years
Fund Family: Dimensional Fund Advisors
Fund Category: Miscellaneous Region
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of DFA United Kingdom Small Company I Fund (DFUKX) ProfileDFA United Kingdom Small Company I Fund (DFUKX) Profile

Fund Profile and Description

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

 

DFA United Kingdom Small Company I (DFUKX) Fund Strength What we like about DFA United Kingdom Small Company I (DFUKX) Fund

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

  • DFA United Kingdom Small Company I Fund (DFUKX) management has been with DFA United Kingdom Small Company I Fund for 7.2 years
  • DFA United Kingdom Small Company I Fund (DFUKX) has good short-term performance (1-year return -7.30% vs -8.07% Miscellaneous Region category median performance)
  • DFA United Kingdom Small Company I Fund (DFUKX) has good mid-term performance (3-year return 7.87% vs -0.07% Miscellaneous Region category median performance)
  • DFA United Kingdom Small Company I Fund (DFUKX) has good Long-term performance (5-year return 8.97% vs -2.21% Miscellaneous Region category median performance)
  • DFA United Kingdom Small Company I Fund (DFUKX) has a Morningstar rating of 4 and above
  • DFA United Kingdom Small Company I Fund (DFUKX) has an annual stock turnover rate of 17.00% vs Miscellaneous Region average of 36.00%. It is good that DFA United Kingdom Small Company I management does not trade extensively for its return.
  • DFA United Kingdom Small Company I Fund (DFUKX) has a lower expense ratio than its Miscellaneous Region average: 0.58% vs 1.90%
  • DFA United Kingdom Small Company I Fund (DFUKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

DFA United Kingdom Small Company I Fund (DFUKX) Weakness What we are cautious about DFA United Kingdom Small Company I (DFUKX) Fund

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

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

 

What do you think?

 

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

Aadditional top Miscellaneous Region mutual funds for your consideration

FundYear to Date1 Year3 year5 year
DFA United Kingdom Small Company I-2.25-7.307.878.97
Fidelity Nordic (FNORX)3.866.8412.527.96Compare
Matthews Korea Investor (MAKOX)-2.28-4.817.985.74Compare

See top fund managers for Miscellaneous Region Category Funds

 

Compare DFA United Kingdom Small Company I Fund (DFUKX)Compare with Miscellaneous Region category ETFs

Some Miscellaneous Region ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI New Zealand Capped (ENZL)11.98%15.11%10.90%
First Trust ISE Chindia ETF (FNI)000
iShares MSCI Mexico Capped (EWW)000
iShares MSCI Sweden (EWD)000
Market Vectors Russia ETF (RSX)000

 

Graph of DFA United Kingdom Small Company I Fund (DFUKX) Net Asset TrackingDFA United Kingdom Small Company I (DFUKX) Fund Net Asset

Track net asset change of DFA United Kingdom Small Company I fund (DFUKX)

DateNet Asset
05/2016$30.79M
03/2016$31.72M
02/2016$31.07M
More historic net asset information on DFA United Kingdom Small Company I Fund (DFUKX)

  

Graph of DFA United Kingdom Small Company I Fund (DFUKX) Portfolio TrackingDFA United Kingdom Small Company I (DFUKX) Fund Portfolio Allocation

Track portfolio allocation change of DFA United Kingdom Small Company I fund (DFUKX)

DateCashStockBondOther
04/20160.18%99.01%0%0.81%
02/20160.15%98.72%0%1.13%
01/20160.62%97.96%0%1.42%
Click here to see more historic asset allocation information on DFA United Kingdom Small Company I Fund (DFUKX)

 

graph of DFA United Kingdom Small Company I Fund (DFUKX) Top 10 Position TrackingTop 10 Holdings in DFA United Kingdom Small Company I (DFUKX) Fund

Discover what DFA United Kingdom Small Company I Fund (DFUKX) manager is buying

Apr 29, 2016
Informa PLC [1.77%]
Smith (DS) PLC [1.54%]
Rightmove PLC [1.51%]
Halma PLC [1.43%]
Howden Joinery Group PLC [1.28%]
Rentokil Initial PLC [1.28%]
Bellway PLC [1.27%]
Inchcape PLC [1.22%]
Pennon Group PLC [1.21%]
Greene King PLC [1.2%]

Feb 28, 2016
Informa PLC [1.85%]
Smith (DS) PLC [1.56%]
Rightmove PLC [1.53%]
Halma PLC [1.41%]
Berkeley Group Holdings (The) PLC [1.38%]
William Hill PLC [1.37%]
Bellway PLC [1.33%]
Greene King PLC [1.32%]
Inchcape PLC [1.32%]
Howden Joinery Group PLC [1.27%]

Jan 30, 2016
Informa PLC [1.7%]
Rightmove PLC [1.54%]
Berkeley Group Holdings (The) PLC [1.49%]
Amlin PLC [1.48%]
Smith (DS) PLC [1.46%]
Bellway PLC [1.42%]
Halma PLC [1.32%]
Pennon Group PLC [1.3%]
William Hill PLC [1.29%]
Howden Joinery Group PLC [1.28%]
Click here for Stock Holding Change Map in DFA United Kingdom Small Company I Fund (DFUKX)

  

Latest News on DFA United Kingdom Small Company I (DFUKX) Fund

See what is happening with DFA United Kingdom Small Company I Fund (DFUKX)

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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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