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Is DFA US Micro Cap Institutional Fund (DFSCX) Worth Another Look?

DFA US Micro Cap Institutional (DFSCX) a Zacks Rank #1 (Strong Buy) is designed to capture the returns and diversification benefits of a broad cross-section of US small companies, on a market cap-weighted basis. DFSCX invests at least 80% of its net assets in securities of US companies whose size (market capitalization) falls within the smallest 4% of the market universe. DFSCX generally invests in a broad and diverse group of the common stocks of micro cap companies traded on a principal U.S. exchange or on the over-the-counter market. DFSCX was incepted in December 1981 and is managed by Dimensional Fund Advisors Inc.

DFA US Micro Cap Institutional, managed by Dimensional, carries an expense ratio of 0.52%. Moreover, DFSCX requires a minimal initial investment of $0.

This fund, as of the last filing, allocates their fund in two major groups; Small Value and Small Growth. Further, as of the last filing, National Beverage, Children's Place and Shenandoah Telecommunications were the top holdings for DFSCX.

DFSCX’s performance, as of the last filing, when compared to funds in its category was in the top 13% in 1 year, top 9% over the past 3 years, and in the 4% over the past 5 years.

DFSCX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1 and 5 year benchmarks; 1 year 25.64%, 3 year 7.62% and 5 year 16.41%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .

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