DFA US Small Cap Institutional Fund DFSTX seeks long-term growth of capital. Under normal circumstances, DFSTXinvests at least 80% of its net assets in securities of small cap U.S. companies. DFSTXgenerally invests in a broad and diverse group of the common stocks of small cap companies traded on a principal U.S. exchange or on the over-the-counter market.
This Small Cap Blend product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10% and 5 year 15%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
DFSTX’s performance, as of the last filing, when compared to funds in its category was in the top 31% over the past 3 years and in the top 19% over the past 5 years.
The DFA US Small Cap Institutional fund, as of the last filing, allocates their fund in top two major groups; Small Value and Small Growth. Further, as of the last filing, Coherent Inc, Cathay General Bancorp and Sterling Bancorp were the top holdings for DFSTX.
This Zacks Rank #1 (Strong Buy) was incepted in March 1992 and is managed by Dimensional. DFSTX carries an expense ratio of 0.37% and requires a minimal initial investment of $0.
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Zacks Investment Research